Red Kite Advisory Services

Family Office Expertise | Trust & Integrity
07802 541599

About

Mission

Enabling UHNWIs to make great decisions by creating the ULTIMATE Family Office environment

The Ultimate Family Office

Imagine a real time dashboard showing you exactly what you want to see when you want to see it and where you want to see it ... on the beach maybe

Imagine a drilldown capability to ensure transparency. Imagine being able to slice and dice with a single click

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The Family Office Formula

People + Process + Data = Knowledge + Insight = Recommendations + Advice = Great Decision Making

The saying goes "if you have seen one Family Office, you have seen one Family Office". Yes they are all different but why. We maintain it is not the office that is different but the family. All families are different, all Principals are different but every Family Office has key similarities

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Testimonials

S

RKAS brought my FO into the 21st century. Smart use of IT, in house developed processes allowed my people to give me what I needed when I needed it, allowing me to make timely, informed decisions

SYZ
18 Dec 2020
Y

Priot to engaging RKAS, our reporting consisted of a 2 pager, 6 weeks after quarter end ... not much and too late. With RKAS, we received a fully customised reporting pack 10 days after each month end. Excellent 

YQR
18 Dec 2020
E

Andrew is at the forefront of FO infrastructure thinking. He is a visionary in this fragmented, under developed field

ELY
18 Dec 2020

Services

All services
All services
Family Office Accelerators
Consultancy

Family Office Accelerators

FO Wealth Management

A world class Wealth Management system working within an ERP and workflow environment. No integration needed, better than seamless! 

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FO Lifestyle Asset Management

Real Estate, Yachts, Aircraft are all major lifestyle assets. Not complex enough to run as a separate family business yet proper management and maintenance are vital to ensure the family's enjoyment and the asset's protection. Therefore …

FO Philanthropy

Charities and Charitable Foundations are governed by different laws and regulations from companies and businesses. So a Family Office needs a different accounting solution. FO Philanthropy is just that. An accounting solution built within …

FO Cashflow Forecast

Cash is king. Investments and lifestyle assets tie up cash. Understanding your likely cash position based on planned future investments or disposals, Private Equity estimated cashflows, family business funding requirements, etc is a …

FO Knowledge Base

An important aspect of FO work is to ensure the security and accessibility of the Family's data. IT generally stores fields of data, in effect a summary. But huge knowledge is stored in numerous and diverse documents such as contracts, …

FO Compliance, Action and Task (CAT) Calendars

Every FO deals with a litany of compliance, regulation, governance, both internal and external. Failure externally brings fines, penalties, reputational damage and possibly investment corrosion and asset impairment. Get yourself a …

Consultancy

Project Management

From a basic review of your Family Office's environment to a full on implementation, RKAS can do it all  

Advice

RKAS can advise on the latest Family Office developments ... Accounting, Finance, Banking, Investments, Systems, HR, Reporting et al 

FO Management

RKAS can provide People expertise for your Family Office on an interim or project basis

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