Family Office Services

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Additional Services Provided By Cymric Family Office Services:

Manage the acquisitions of existing and/or new businesses; handling due diligence process.
Advising senior executives and/or Board of Directors on business management issues, including:
- Financial: accounting, taxation, cost controls
  Insurance
- General management decisions
Managing the purchase and/or sale of homes and real estate.
Managing lawsuits and attorneys; serving as a witness as necessary.
Mentoring and guiding younger generation on: pre-nuptial agreements; business
opportunities; philanthropic involvements; fiscal management and responsibility.
Mediating family member conflicts and differences.

Two families shared ownership of an operating oil and gas company. After liquidating the company, one family wanted to set up its own family office without offending the other family. A year later, after many joint family meetings, Cymric separated the financial and operating common assets and established the new office for one family. Throughout the transition, the families maintained their good relationship and friendship.

A West Coast family that owned a Southeast business questioned the management's integrity. The family asked Cymric's president to investigate their business operations and recommend corrective action if needed. A close examination of the company's books and records, coupled with current and past employee and vendor interviews, confirmed the family's suspicions. With this knowledge, the family was able to effect management changes to resolve the problem privately.

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