For advisers, OCIOs & multifamily offices
USG prepares the agreed investment records, reports, and committee materials, with documented procedures and review standards. Your advisers have less preparation to manage and more time for clients. Your firm keeps the relationships and investment judgment.
Support for the work behind your advice
As client portfolios become more complex, reporting and review preparation grow too. We agree who handles each task, how it is checked, and how the knowledge is recorded, so the work can continue when someone is away or responsibilities change.
USG can work behind your brand or as a disclosed delivery partner. Your firm hires us, keeps the client relationship, and approves what goes to the client.
Our mission is to bring people together to improve lives. We partner with firms that share that purpose and help their families carry their priorities into action.
Where we can help
Have the statements and notices you provide turned into organized investment records. We update the agreed fields, record source dates, and flag missing information or discrepancies before your team reviews them.
You receiveA record of reported valuations, contributions, distributions, and commitments, with source dates and items still needing resolution.
Receive reporting drafts prepared from your approved records and calculation methods, so your advisers can focus on reviewing the figures and explaining them to clients.
You receiveA draft covering the agreed holdings, allocation, performance, liquidity, and commitments, with source dates, checks, and items for your firm to approve.
Get the key changes from the manager materials you provide, summarized against your review criteria. Your investment team can see what needs follow-up without assembling the update itself.
You receiveA manager update with source references, changes, and open questions. Initial manager due diligence requires a separate scope.
Receive the agreed analysis, decision papers, and specialist contributions assembled for your team’s review. We follow up on missing inputs and clearly mark anything still outstanding.
You receiveAn investment committee pack, a diligence request log, and a list of decisions and outstanding questions, as specified in your scope.
The scope names the families, entities, holdings, reports, review work, and deadlines covered. Family count alone does not define the workload.
Your role and ours
USG prepares the agreed records and reports, checks its work, and follows up on missing inputs. Your team retains client advice, investment policy, portfolio construction, recommendations, supervision, and final client-report approval.
Client contact and access to documents and systems follow agreed permissions. Custody, trading, money movement, legal and tax advice, full general-ledger accounting, and transaction execution require separate authorized arrangements.
Establishing the relationship
We look at what your team is handling today, where it needs help, and what your firm wants us to take over. You’ll know who is doing the work, what’s included, and what it costs before you commit.
We agree which records and reports we will handle, document your review standards, and set up approved access. Your team tests the first outputs and helps establish the preparation time, corrections, and deadlines we will measure.
We manage the agreed reporting cycle, flag exceptions, and maintain the procedures and systems in your scope. Handover notes keep responsibilities and prior decisions available to authorized colleagues. Your team approves outputs before they reach clients.
Fees agreed before we start. Your proposal includes a one-time setup fee and a fixed monthly fee, with a six-month service minimum. Monthly service starts after you accept the completed implementation. We confirm the workload, team, and included specialist and technology costs in writing. If you need us to take on more, we agree any extra cost with you first. Smaller needs receive a separate fixed quote. Your proposal spells out the work and people covered by that fee.
We discuss your client commitments, investment processes, team capacity, and the responsibilities you want USG to take on.
We put the responsibilities, people, deadlines, and fixed fee in a proposal. You can see what changes for your team before deciding.
Your team checks the first outputs against the agreed standards. We review source references, corrections, unresolved issues, and handover instructions before you accept implementation.
When your client book grows
Your fee covers the tasks, volume, and deadlines in the agreement. If you need old records cleaned up, new systems connected, or more work handled, we agree the scope and any extra cost first.
Another family may fit within the workload already agreed. Any extra fee depends on the additional work and review required, not family count alone.
Compare the full delivery costBegin a conversation
Discuss the preparation taking up your advisers’ time. We’ll explain what USG can take on, how your firm reviews the work, and the scope and fee.
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