Education & the next generation
Explore education pathways, school choices, financial literacy and participation in family affairs. Identify further information needed in light of each child’s interests and family goals.
PRIVATE ADVISORY
Private Advisory
A focused engagement, tailored to you.
Choose a paid consultation, a defined project or prepaid advisory time. Together, we agree on the scope, time and deliverables around your goals, priorities and budget, without a commitment to an ongoing family office relationship.
Contact an adviserAREAS OF DISCUSSION
What we can explore together
Focus on one question or combine several areas. The scope is shaped around your needs.
Financial goals & investment coordination
Organize funding needs, long-term goals and existing materials, prepare questions for investment advisers and help coordinate meetings. Specific securities advice or account management requires a separate review of qualifications and scope.
Business & growth
Discuss business direction, pricing, team responsibilities, brand strategy, partnerships and expansion. Production, advertising execution and daily operations are separately agreed.
Family governance & succession
Clarify family roles, communication and transition goals. Prepare matters for discussion on trusts, inheritance and business succession, coordinating with legal and tax professionals.
Philanthropy & community
Clarify priorities, responsibilities and next steps for charitable initiatives, NGO development, events, partnerships and sponsorships.
THE ENGAGEMENT
An engagement shaped around you.
Start with one to three priorities. Support may include document review, focused discussions, meeting participation and agreed follow-up, with concise recommendations, questions to verify or an action plan.
Define the question
Understand the context, identify one to three priorities and establish an appropriate scope.
Agree the engagement
Confirm the work, expected time, fees and responsibilities before scheduling services.
Discuss & assess
Provide the agreed analysis and meeting support. Seek your approval before materially exceeding the time estimate.
Clarify next steps
Summarize conclusions and next steps, with a record of time used. Further work is separately agreed.
Clear scope. Flexible arrangements.
We can discuss an individual consultation, a defined project or prepaid advisory time. Fees, validity, scheduling and cancellation terms are confirmed in writing before engagement. On-call availability, ongoing monitoring, regular on-site work and daily team management are not included by default. Third-party costs are identified separately.
Investment, legal, tax and other specialist matters are scoped according to applicable requirements and actual qualifications, with the relevant professionals’ responsibilities clearly defined.
A PRIVATE CONVERSATION
Let’s start with your priorities.
Share the questions you want to address, your timing and your budget. We will discuss a service plan tailored to your needs.
Contact an adviserfeng@thefengfo.com