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Multi-entity coordination
One coherent picture across operating companies, holding entities, trusts and personal interests — organized the way the structure actually sits.
Many families reach a point where the structure around them — operating businesses, investment interests, entities and advisors — has grown beyond what informal coordination can comfortably manage (often held together by the family Principals), while still not yet meriting a fully-staffed, single-family office. Pequan Group provides the expert, scalable support to Principals and service providers such as accounting, legal, tax and audit, financial advisory, organized quietly around how the family already works.
Between a capable outside accountant and a fully staffed single-family office. A continuous operating presence, so the principals can focus on other important matters.
Six standing areas Pequan maintains on behalf of the family. Most engagements include all of them in some form.
One coherent picture across operating companies, holding entities, trusts and personal interests — organized the way the structure actually sits.
A single reporting view prepared on a steady cycle, so the principal is not assembling information from separate sources.
Ongoing oversight of the figures, definitions and reconciliations beneath the reports, so the numbers can be relied on without follow-up.
A steady rhythm of closes, reviews and forward planning that hold across changes to staff, advisors, accounting methods, transactions, and priorities.
Day-to-day coordination with tax, audit, banking, legal and investment advisors, so each receives consistent information.
Best practices to your structure by removing time consuming and error prone recurring tasks, so attention can stay on matters that warrant it.
The intent of the work is straightforward — reduce the administrative weight the family carries day to day, so attention can move from coordination and follow-up to the decisions only the family can make.
That comes from steady reporting, organized information, careful coordination with the advisors already in place, and a single point of operational continuity that holds across the businesses, entities and people involved.
A quiet conversation about how the family's operating finance is currently held together, and whether a continuous partner would lighten the coordination carried day to day.