FAMILY OFFICE SERVICES

We build an agile family office by leveraging our hands-on family office experience and supercharging it with cutting-edge technology solutions and data science. We help family offices become more efficient and secure, and adjust to the post-pandemic world through the setup of a digital workplace.

  • Agile Family Office Services

    AlphaMille coordinates with our network of global partners to deliver the best solutions to our clients. AlphaMille adheres to the highest standards of confidentiality.

    Agile Family Office Services

  • Institutional-Grade Family Office Diagnostic & Benchmarking Assessment

    Our Family Office Diagnostic & Benchmarking Assessment is a tailored advisory service designed to evaluate the current state of your family office against the best practices of institutional investment funds.

    Learn more

  • Cybersecurity Diagnostic

    Explore our comprehensive cybersecurity services, including a detailed analysis of the current cybersecurity risk profile, existing vulnerabilities and control gaps, including risk prioritization and mitigation strategy.

    Learn more

  • Family Charter

    We work with you to create a customized Family Charter.

    Family Charter Services

  • AFO Communication

    Achiving efficient and respectful communication within the Agile Family Office

    AFO Communication

  • Intrafamily Communication

    Achieving healthy family dynamics through open and skillful communication

    Intrafamily Communication

  • Agile Family Office Setup

    Design and setup of a Family Office

    Digital workplace

    Family communication

    Outsource CIO

    Tax, Legal, Finance

    Please see the Family Office Agile Quadrant below for a complete list of services

    Agile Company

  • Vendor Selection and System Implementation

    Target Operating Model

    End-to-end Technical Architecture

    Vendor Selection

    System Implementation

    Cloud migration strategy & implementation

    Cybersecurity strategy & implementation

    Evaluate Your Tech

  • Data Analytics & AI

    Data Framework and Governance

    Data science (Machine Learning & AI) for Process Efficiency and Deal Sourcing

    Data Warehouse & Data Visualization

    Data Science
 

Agile Family Office Quadrant

Based on our extensive experience creating agile and “modular” family offices, we organize all functions by using our proprietary Agile Family Office Quadrant™. Read more here.

 
 

  • Family communication and decision-making

    Family charter

    Core values, relationship
    principles, and financial standards

    Roles & responsibilities

    Family meeting coordination

    News communication plan

    Succession planning

    Mission statement

    Next generation preparedness

    Philanthropy, art & culture

    Family legacy & reputation management

  • Lifestyle Administration

    Domestic help

    Property management

    Private travel management

    Aircraft & other transportation

    Concierge services

    Personal bill paying

    Personal cash flow
    management/liquidity

    Security

    Physical security for travel

    Planning of family meetings

    Family office setup

    Talent acquisition & HR

    Payroll & benefits administration

    Payroll for domestic help

    Payroll for the family office

    Healthcare benefits

    Workers comp

  • Investment policy

    Legal & Tax

    Investment vehicles

    Investment advisory

    Finance

    Cash flow management & forecasting

    Treasury

    Portfolio management

    Investment selection

    Operations & IT infrastructure

    Target operating model

    Vendor selection

  • Trust & estate planning

    Governance

    Risk management

    Data & cybersecurity

    Financial fraud prevention

 
 

Let’s Work Together

We’re always looking for new opportunities and are comfortable working internationally. Please get in touch and one of our project managers will contact you about beginning the proposal process.