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Finance / Banking / Insurance

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About

I am a trusted adviser to a number of Family Offices and HNWI’s clients (Gatekeeper), and I am well rehearsed on all issues faced by Family Office. On behalf of my clients, I coordinate with all outside advisors, screen all proposals and third party suppliers, conduct risk management, media profiling and reputation management, vetting and background checks, evaluate and conduct thorough due diligence on all existing and new family offices service providers, Independent advisers and boutique firms who would seek to engage with my family offices clients. It is understandable that there is a necessity for a gatekeeper barrier that conducts due diligence and protects the family and the fam