For family offices
USG takes on agreed investment reviews, reporting, and operating work, with documented procedures and a named lead. Your team can focus on the family’s decisions and plans while keeping the banks and advisers you trust.
Start with your priorities
A family meeting, a new investment, or an upcoming commitment needs current information and clear responsibilities. We use your investment policy, cash needs, and family priorities to organize the agreed reviews, reports, and operating tasks.
Your family keeps the decisions and approval rights set out in the agreement. Your chosen banks, custodians, and advisers can remain in place.
Where we can help
Choose the support you need for a portfolio review, a family meeting, recurring reporting, or day-to-day operations. Each service has a defined scope, an accountable lead, and work your team can review.
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 portfolioReceive a written assessment of the opportunities in your scope against your investment criteria and existing portfolio. It sets 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 opportunitiesWe maintain the agreed records, procedures, and task list, including decisions and relationship history you ask us to document. Your team can find the context, see who owns each task, and hand over work without starting again.
How we helpFamily-office operations
Talk through the work you need handledReceive a report covering the investments and commitments in your scope, prepared from approved records. It shows changes, source dates, missing information, and questions for your review.
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.
Establishing the relationship
We look at what your team is handling today, where it needs help, and what you want us to take over. You’ll know who is doing the work, what’s included, and what it costs before you commit.
We agree the priorities, approved sources, access, and review points with your team. Then we test the first workflows using real work or approved past cases, document the procedures, and train the people who will use them.
Your named lead manages recurring delivery and maintains the procedures and systems included in your agreement. We check outputs, track unresolved issues, and keep handover notes current as people and responsibilities change.
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 upcoming decisions, investment policy, cash commitments, and where your team needs help. Together we choose what improvement to measure.
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 the sources, corrections, unresolved issues, and handover instructions before you accept implementation.
What remains with you
Your proposal names the investment and operating responsibilities included, who performs them, and who approves the work. We agree approved sources, access, tools, and retention before confidential information is shared.
Legal and tax advice remain with your appointed professionals. Regulated advice, discretion, custody, and money movement require the appropriate authorized arrangements.
Read the practical questionsBegin a conversation
Tell us which reports, reviews, or recurring tasks need attention. We’ll discuss what USG can handle, what stays with your team, and the scope and fee.
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