Our work
Bring investment information, reporting, and recurring tasks into a working routine your team can rely on. USG takes responsibility for the agreed work, documents how it is done, and keeps outstanding questions visible.
The problem
A family meeting or investment review can mean gathering records from several managers, entities, and advisers. Past decisions may be hard to find, and the person who knows the history may be unavailable.
We look at where preparation repeats, information is missing, or responsibility is unclear. Then we agree what USG will handle, what knowledge to document, and how your team will review the work.
Where we can help
Choose where support would help now: portfolio reviews, investment opportunities, recurring tasks, or reporting. We agree the output, workload, review standard, and deadline before starting.
See where holdings overlap, where risk is concentrated, and how cash needs compare with commitments. We review your approved portfolio records and give you a summary of the exposures and questions that need a closer look.
How we helpPortfolio analysis
Talk to us about your portfolioGet a written assessment of each opportunity against your investment criteria and existing portfolio. We set out the reasons to investigate further, the concerns, and the missing evidence, so your team can decide where to spend its time.
How we helpInvestment screening and review
Get help reviewing opportunitiesKeep the agreed records, procedures, and outstanding tasks current. We document the context and responsibilities so authorized colleagues can find what they need and take over a task without starting again.
How we helpFamily-office operations
Talk through the work you need handledGet a report covering the investments, commitments, and outstanding tasks you ask us to track. It shows what has changed, the dates behind the figures, and the decisions you need to make.
How we helpReporting and follow-up
Get help with your reportingYou’ll know who handles each review, report, or operating task, and who to contact when something needs attention. We agree what each person is responsible for before we start.
The work behind the service
A missing document, an overdue request, a decision waiting on the wrong person. These are the everyday problems we help your office work through.
We bring the relevant records together and show you what is missing or out of date. Your team can start the review with the information at hand.
How we helpInvestment and operating records
We organize the approved procedures, review materials, and decision history your team wants to retain. Sources and access permissions are recorded so colleagues can find the context and reuse the work appropriately.
How we helpKnowledge records and reusable review materials
We help you set clear approval limits, so your team knows what it can decide and when to bring a question to you. When your decision is needed, we prepare the facts.
How we helpApproval rules and decision briefs
We keep track of what is outstanding, follow up with the people responsible, and bring delays to your attention when they need a decision.
How we helpRequest tracking and follow-up
We take on the support work you want to hand over, with people responsible for getting it done. Your investment team has less administrative work competing for its attention.
How we helpOperating team and specialist support
We review the supplied evidence against your investment criteria and portfolio, flag missing information, and complete the revisions in our scope. You receive the supporting sources, open questions, and a record of what has been checked.
How we helpDiligence review
We show you what is running late, who is handling it, and which decisions need attention. The report also includes the holdings and commitments you’ve asked us to track.
How we helpReporting and action tracking
These services work together within your USG Strategy engagement. We decide with you where they’re needed across your investments and day-to-day operations.
How we work
The family’s priorities define the work. We agree what you want to accomplish and which decisions stay with you.
You’ll know who handles each review, report, or operating task, and who to contact when something needs attention.
Review the completed work, source references, unresolved issues, and documented handovers. Compare delivery with the baseline and standards agreed at the start.
Let’s talk
Tell us which reports, recurring tasks, or gaps in information need attention. We’ll discuss the responsibilities USG can take on, your team’s involvement, and the scope and fee.
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