Services & mandates
Put a specific improvement in place, or have USG keep the agreed work running. Each service or mandate names the people responsible, the work covered, how it is reviewed, and the fee.
Services & mandates
Connect portfolio information, reporting, and operating work around the family’s priorities. Keep procedures and decision history available as responsibilities change.
Family-office services & mandatesKeep investment records, reporting, and committee preparation moving as client work grows. Your firm retains the relationships, investment judgment, and final approvals.
Adviser services & mandatesA focused place to start · US$5,000
The US$5,000 AI & Operations Audit reviews up to five workflows: repeated preparation, gaps in information, and work that depends on a few people. Get priorities, full-cost estimates, and delivery briefs before committing to implementation.
Explore the full auditScope and price
A defined service has agreed inputs, deliverables, acceptance criteria, and a fixed quote. An ongoing mandate covers recurring delivery and the maintenance of procedures and systems named in its scope. You can start with either; the audit is optional.
Ongoing mandates have a one-time setup fee and a fixed monthly fee, with a six-month service minimum. Get in touch to discuss the work you need and receive pricing. Your proposal sets out the work, people, deadlines, and included costs before you commit.
Monthly service begins after you accept implementation. The individual offer pages explain the responsibilities and what stays with your team.
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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