SERVICES FOR FAMILY OFFICES, ULTRA HIGH NET WORTH INDIVIDUALS AND FOUNDATIONS

Green Cedar Consulting offers the following services to support clients with the challenges they face:  

Strategic thinking

Problem solving when complex situations arise, which may be linked to a combination of legal, tax, financial or family issues

Investments

Short term budgeting: cash flow analysis and liquidity planning

Long term investments: review of existing portfolios, including detailed fee and performance analysis; coordination of portfolio managers ensuring strategic alignment of the client’s combined investment assets

Sourcing investment managers: lead the ‘Request for Proposal’ process if it is necessary to consider new providers, ensuring all required challenging questions are raised and addressed

Completing the picture: collaborate with existing professional service providers and identify any potential service gaps; introduce related support such as pension providers or financial planners ensuring compatibility across platforms

Governance

Audit of existing risk management processes, legal structures, people, communication, and implementation of best practice

Philanthropy

Advise on all aspects, from defining and articulating vision to strategy, implementation and operations

Bespoke professional teams

Assemble teams of experts in their fields with the appropriate level of seniority and cost efficiency, by drawing upon a deep network of firms and practitioners

SERVICES FOR INDIVIDUALS GOING THROUGH A LIFE EVENT

Melanie has a core expertise supporting High Net Worth Individuals receiving financial settlements through divorce.

Melanie employs a great level of care and empathy with her clients, aware that divorce represents a major life change and is often a traumatic experience. Melanie accompanies her clients so they can properly engage with providers and decision making, gaining confidence to manage their affairs independently going forward.

Strategic thinking

Establish an integrated plan given the new chapter ahead; guide reorganisation of clients’ private affairs in the new financial context, taking into account living arrangements, family life, children’s education budget

Short term budgeting

Work with clients to build detailed budgets and cash flow models to manage spending requirements; develop a liquidity plan to ensure that expenditures can be met

Long term investments

Support clients to protect their financial futures by guiding them through the complex world of investment management to find the right risk, return and liquidity solution with a trustworthy provider; manage the ‘Request for Proposal’ process and conduct detailed comparative analysis on portfolio construction, performance, fees and other relevant metrics; ensure all required challenging questions are raised and addressed

On-going and ad-hoc support

Conduct regular performance reviews, provide introductions to related providers such as financial planners