SlateWoods begins understanding the needs of clients by listening to them and gaining a full understanding of what they wish to accomplish. Depending on those aims and objectives, SlateWoods can provide the following services.
Governance & Philanthropic Coordination
Communication Services & Research Strategies
Concierge & Management Services
We also leverage strategic partners as an additional source of expertise when required. We encourage any interested parties to reach out to us to better understand how we customize and personalize all of our services.
How We Do It
We ensure the health & aspirations of a family office are preserved, by leveraging our decades of senior level experience, understanding impact and communicating complex decisions to a family or inner circle.
We setup and coordinate strong family governance and develop proactive communication plans. These services, along with our concierge services, ensure healthy relationships and a lasting legacy.
We provide guidance and develop plans of action so both family and inner circle members are well informed and protected when needed.