Family Office and Trust

Radix Financial offers ad-hoc ongoing and project-term consulting services to trustees, estate administrators, family offices, and institutional boards, including: 

• Manager selection and evaluation
• Consolidated performance reporting for multi-custodial, private, and illiquid alternative investments
• Benchmarked survey of fees
• Document review 
• Development of investment allocation and spending policies for institutional boards
• Risk assessment and identification
• Non-discretionary trading and cash management
• Educational content development, delivery, and presentation

Our family office and trust services are strictly confidential and charged at a flat rate dependent upon needs and complexity. Please contact us for a complementary consultation.