Services

At a glance…

› Private Family Trust Company

› Family Governance & Education

› Operational Optimization

› Embedded Family Office

› Trustee Solutions

› Philanthropic Strategies

THE ART & SCIENCE OF THE
FAMILY WEALTH ENTERPRISE

With over three decades of experience, Robin M. Satyshur, CPA (inactive) provides expert guidance and strategies across a variety of service models — single family offices, private trust companies, multi-family offices, and public trust companies — some de-novo and some re-purposed and re-configured operations.

The Art & Science of the Family Wealth Enterprise represents the integration of qualitative and quantitative concepts as well as the “heart” and legacy of the family. 

THE ART of our work recognizes the unique goals, dynamics and values of the family to establish a strong sense of service mindset.  The Art shapes talent decisions, selection of outsourced service providers, governance solutions, communication needs, and the many other aspects of serving as a trusted advisor to guide the family’s wealth and legacy strategies. 

THE SCIENCE of our work is essential to the core functions of the family office: automation tools and systems for investment, accounting, reporting, banking, compliance, etc., as well as the proper talent and operational structure to lead these core functions. 

What we offer…

Private Family Trust Company

  • Evaluation of PFTC as the family’s trustee solution

  • New formation and structure, including strategic planning, talent acquisition, Board and Committee roles, outsourced service providers

  • Best practices, operational solutions, fiduciary reporting, and beneficiary education

  • Process and operational review of existing PFTCs

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Family Governance & Education

  • Rising Gen education and engagement: internship programs, philanthropic strategies, junior boards, beneficiary education

  • Family office and family wealth governance, including board leadership, committee structure and leadership (investment, audit, and succession/continuity planning.) 

  • Intra-family communications and proactive reporting to stakeholders

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Operational Optimization

  • Organizational assessment and redesign, including team reformation and solutions to elevate service model

  • Develop comprehensive service models with appropriate technology systems and tools as well as team role definitions

  • Integration of internal teams with outstanding outsourced professionals

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Embedded Family Office

  • Review current operations and assess services to segregate between operating business and family wealth

  • Evaluate outsourced advisors, governance systems, service agreements, documentation and segregation of assets and expenses

  • Review business and family goals to evaluate embedded versus separate family office

  • Evaluate the landscape of opportunities (virtual, embedded, buy vs. build, PFTC in lieu of family office, etc.)

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Trustee Solutions

  • Evaluation of trustee options best suited to unique family needs (PFTC, corporate trustee, independent trustee, special purpose entity)

  • Assistance with implementation, family engagement in solutions, and recommendations of trust administration support and systems

  • Establish fiduciary standards, reporting requirements and policies and procedures

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Philanthropic Strategies

  • Identify philanthropic vision and goals to design appropriate vehicle and structure (foundation, donor advised fund, charitable trust)

  • Development of mission statement to support philanthropic legacy goals

  • Design and implement service model to support governance needs, efficient grantmaking processes and proactive family involvement

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