Our Approach

Our approach to the Family Office model builds on decades of experience to help plan for the inevitable challenges of life in an ever-evolving environment and rapidly changing globalized economy.

We think outside-the-box and draw on our deeply vetted and curated networks that go beyond typical wealth advisory expertise. We maintain our roster of best in class service providers to help you achieve your family goals. We provide a range of support as illustrated below and depending on the individual and collective objectives of family members, our approach embeds the flexibility and scalability designed by you, for you.

Treehouse quarterbacks a "CEO of the family" approach to family office and comprehensive advisory services.

It challenges the traditional models for families based on the philosophy that the most successful and enduring families are focused on preserving family capital, rooted in the unique integration of the social, human, cultural and financial values of the family. Families today seek seamless one stop services and support on the entire family ecosystem. One call, one stop.

We take a holistic approach to the Family Office, focusing on wealth management, sustaining the family brand and values, and ensuring succession planning.

Family Business Enterprise

  • Succession planning
  • Shareholder disputes
  • Executive coaching
  • Organization redesigns
  • Change management
  • Next generation onboarding

Family Wealth

  • Wealth management strategy
  • Investment policy design
  • Manager selection and oversight
  • Consolidated reporting
  • Asset allocation
  • Financial literacy training

Family Health

  • Coordinated network of professional staff
  • Elder care
  • Crisis care navigation
  • Executive health

Family Development

  • Family charters and governance
  • Family communication
  • Family council / board design
  • National forums
  • Conflict management
  • Coaching and network development
  • Philanthropy and foundations

Family Management

  • Estate and tax structures
  • Advisor coordination and selection
  • Family records and document management
  • Cash flow management
  • Security, brand and protection