Services that can stand alone

Six ways to begin.

Each can be bought on its own, as a first piece of work, or from within the Private Office.

Fixed fee or hourly, quoted in the proposal.

Illustrative Confiance Health Check scorecard across the capitals
Image: scorecard and pen on a desk

Health Check

A two-hour review across ten areas. You receive a scorecard and your three highest risks.

Suits
The suggested entry point
Fee
Fixed fee, quoted in the proposal
Discuss a Health Check
Illustrative Total Wealth Assessment report: capitals, asset mix and structure
Image: bound report on a table

Total wealth assessment

A full review of everything the family owns, across every entity, listed and unlisted. One presentation-ready report covering every asset, the total cost of wealth and the total return, with the issues and opportunities it shows.

Example
Consolidated reporting across several family entities and platforms
Fee
Fixed fee, set by how complex the structure and investments are
Discuss an assessment
Two women talking through papers over coffee
Image: papers and reading glasses, morning light

Transition

Separation and binding financial agreements. Bereavement. The sale of a business. An inheritance. Your lawyer drafts and advises; Confiance prepares the financial picture the decisions rely on.

Example
Binding financial agreements settled without litigation
Fee
Fixed fee or hourly, quoted in the proposal
Speak in confidence
Victoria Rose taking notes at a boardroom table
Image: correspondence on a desk

Advocacy and disputes

Negotiating for the family with institutions, tenants, landlords and counterparties, aiming for a settled outcome.

Example
A missed fund redemption pursued with the platform. A commercial rent review.
Fee
Fixed fee or hourly, quoted in the proposal
Discuss a dispute
Reviewing a proposal together at a screen
Image: two chairs in a quiet meeting room

Adviser search and review

An independent search for new advisers, or a review of the ones in place. Confiance takes no payment from the firms it recommends. You choose.

Example
Review and coordination of a family's investment advisers
Fee
Fixed fee or hourly, quoted in the proposal
Discuss your advisers
Reviewing figures on a tablet over coffee
Image: ledgers on a boardroom table

Business reviews, valuations and succession

An independent review of an operating business's performance, governance and management. Valuations arranged with specialist valuers and reviewed for the family. Succession: who takes over, how ownership passes and how it is funded, or preparing for a sale.

Fee
Fixed fee or hourly, quoted in the proposal
Discuss a business review