Established family offices
Strengthen reporting, controls and coordination without replacing the team that knows the family.
FAMILY OFFICE SERVICES
Senior leadership. Intelligent operations. Clear control.
Bring the moving parts of your family office into one coordinated operating model. wesolutions helps families and their offices design, build and run the finance, governance, people, technology and operational systems that support complex wealth.
Our approach combines senior ownership of each mandate with AI-assisted workflows that reduce administrative effort, improve visibility and keep decisions with the right people. From establishing an office to strengthening an existing team, the work is shaped around your family, your entities and your priorities.
01One accountable senior engagement lead
02Integrated functional delivery
03AI-assisted work with professional review
04Clear responsibilities and approval paths
01 / FAMILY OFFICE SERVICES
An operating partner for the complexity around wealth.
A family office connects information, people and decisions across banks, businesses, properties, advisers and generations. Dependable operations require accurate records, timely work, clear ownership, secure information and follow-through. We work alongside established offices, provide selected functions or help create a new office. Every mandate makes ownership between the family, its team and external advisers explicit.
Business-owning families
Coordinate entities and operating businesses while keeping office and company responsibilities distinct.
Founders after liquidity events
Establish an office around new administrative responsibilities, decision paths and adviser relationships.
Cross-border families
Coordinate information and local advisers across jurisdictions through explicit responsibilities and source records.
Lean offices
Add functional depth before expanding headcount, with selected support and agreed senior availability.
02 / Explore the offering
Twelve domains. One coordinated operating model.
Select the functions your office needs. Each module is separately scoped; the entire catalog is not automatically included in a recurring mandate.
Finance and governance
Finance, accounting and financial control
A financial picture you can work with.
Finance lead owns reporting structure, close quality, reconciliation exceptions and budget discipline.
Explore serviceGovernance, entity administration and adviser coordination
Clear records. Clear responsibilities.
Governance lead owns administrative calendars, decision records and follow-through.
Explore serviceInvestment administration and consolidated reporting
Investment information, organized.
Investment-operations lead owns record completeness and administrative reconciliation.
Explore servicePeople and operations
People, HR and team design
Build the team around the work.
People lead owns team design and people operations.
Explore serviceProcurement, properties and asset administration
Better oversight of assets and spend.
Operations lead owns vendors, service calendars and administrative oversight.
Explore serviceBusiness continuity and operational resilience
Keep critical work moving.
Operating/security leads own continuity planning and tests.
Explore serviceNext generation, family participation and philanthropy
Support participation across generations.
Governance/program lead owns participation and approved-program administration.
Explore serviceTechnology and protection
Cybersecurity, privacy and fraud controls
Protect the office's information and decisions.
Security lead owns risk priorities and incident readiness.
Explore serviceTechnology, systems and integration
Systems that support the way you operate.
Technology lead owns architecture, integrations, implementation and support ownership.
Explore serviceData, reporting and responsible AI
Reliable data. Useful AI.
Data/AI lead owns definitions, quality, use-case selection and output review.
Explore serviceDesign and build
Family-office design and build
From office design to daily operations.
Operating lead owns design, sequencing and readiness.
Explore serviceProduct, venture and portfolio enablement
Build ideas. Strengthen businesses.
Senior product/venture lead owns discovery, delivery and readiness.
Explore service03 / Accountable role
Senior ownership at the center of the mandate.
- 01
Family, principal or authorized representative
- 02
Accountable engagement lead
- 03
Functional senior reviewers
- 04
Delivery team and approved tools
The engagement lead owns scope, priorities, dependencies, communication, escalation and service reviews. Functional senior leads review the work within their domains. Roles, availability and escalation routes are agreed to match the mandate; a senior specialist need not be a dedicated full-time executive.
An operating rhythm, not an occasional report.
Priorities and owners
Agree what matters, who prepares the work and who can approve it.
Tasks, approvals and exceptions
Maintain an ongoing cadence for requests, evidence, outstanding items and escalation.
Monthly operating pack
Bring the current position, unresolved issues and required decisions together in a reviewed pack.
Senior service and risk review
Review service quality, risks and dependencies periodically with the family or its representative.
A current record
Keep decisions, changes and actions visible, with an owner and follow-up date.
04 / AI controls and professional review
AI-first, with professional judgment.
Statements become reviewed reporting. Entity documents become permission-aware knowledge. Meeting records become reviewed action registers. Contracts become renewal calendars. Onboarding becomes a checked workflow. AI helps prepare and organize; accountable people retain consequential decisions.
01
Approved access
Use only authorized sources and access appropriate to each role.
02
Source traceability
Keep the document, reporting date and evidence behind the output visible.
03
Human review
Assign a qualified reviewer for the relevant function and escalate uncertainty.
04
Controlled actions
Payments, hiring, investments, filings, access and legal conclusions require accountable authorization.
05
Measured quality
Evaluate accuracy and usefulness against representative work before expanding a use case.
- Approved sources
- Extraction
- Reconciliation and checks
- Senior review
- Authorized decision
Illustrative workflow · Capital-call notice
One obligation. Coordinated ownership.
One accountable engagement lead coordinates the handoffs, reviewers and escalation across the selected domains.
- 01
Register the source
Investment administration registers the capital-call notice from the original document and retains its source.
- 02
Check the obligation
Finance checks liquidity, payment dates and reconciliation, flagging discrepancies for review.
- 03
Verify changed details
Security verifies changed payment details through the agreed independent callback process.
- 04
Approve the payment
The authorized family representative reviews the supporting evidence and approves the payment.
- 05
Record completion
Finance records completion evidence; Governance / Operations records action ownership and follow-up.
- 06
Update the reviewed pack
The reviewed operating pack reflects the obligation, completion evidence and any unresolved actions.
AI assists extraction and exception preparation. Senior people review; authorized people decide. This is an illustrative sequence, not a live payment or a performance claim.
05 / Engagement formats and delivery journey
Start with the mandate you need.
Establish an office
Design the operating model, coordinate setup and test first cycles.
Strengthen an existing office
Address selected gaps in reporting, controls, people or systems alongside the team.
Operate selected functions
Use recurring managed or co-sourced support with explicit responsibilities and agreed availability.
Build-operate-transfer
Establish and initially run the agreed functions, then transfer ownership against readiness and acceptance evidence.
Deliver a strategic project
Build a product, venture initiative or operational improvement with defined milestones and handover.
Project or recurring fees are tailored to scope, complexity, senior staffing and third-party costs. Dependencies, exclusions and change control are explicit before work begins.
From understanding to dependable operation.
- 01
Understand
Discovery summary
- 02
Design
Operating model and implementation plan
- 03
Establish
Readiness checklist and workflows
- 04
Transition
Tested first cycles and ownership map
- 05
Operate
Recurring operating pack and action register
- 06
Improve
Prioritized improvement backlog
Timing is agreed after discovery, taking account of adviser, provider and family decision dependencies.
06 / Output type
Work made tangible.
| Output type | Accountable role | Review status |
|---|---|---|
| Management and operations pack | Engagement lead | Senior review |
| Assets, liabilities and commitments view | Finance lead | Source reconciliation |
| Cash obligations and expense report | Finance lead | Approval review |
| Entity renewal calendar | Governance lead | Owner confirmation |
| Governance pack and action register | Governance lead | Meeting-owner review |
| People and access checklist | People lead | Access-owner review |
| Property and vendor overview | Operations lead | Service-evidence review |
| Security and continuity action plan | Security lead | Risk review |
| Technology, data and AI roadmap | Technology / data lead | Design review |
| Service scorecard | Engagement lead | Mandate review |
Output types, roles and review stages only. The contents and cadence of your pack are agreed for the selected functions.
Your advisers remain part of the model.
We coordinate with your existing advisers. Legal opinions, tax advice, regulated investment services, custody, insurance advice and other activities requiring authorization are delivered by appropriately qualified or authorized professionals under the relevant mandates. Responsibilities are explicit before work begins.
07 / Frequently asked questions
Questions before a mandate.
Can you support existing teams?
Yes. We map existing responsibilities first and strengthen selected functions rather than assuming the office needs to be replaced. The scope identifies what your team retains, what we prepare or operate and who reviews each output.
Can we retain our banks and managers?
Yes. Existing bank, custodian and manager relationships can remain in place. We coordinate administrative information requests and reporting interfaces within the agreed authority; the family and its authorized professionals retain relationship and investment decisions.
What does AI-first mean in practice?
It means using approved tools to assist extraction, search, drafting, reconciliation preparation and task organization where quality can be evaluated. Outputs carry sources and human review. It does not mean allowing a model to make consequential decisions or act without authorization.
Can you establish a new office?
We can design the operating model, plan people and systems, coordinate appointed advisers and providers and test initial reporting and approval cycles. Formation and licensing work stays with the relevant specialists; sequencing and timing are agreed after discovery.
Can we start with one function?
Yes. All twelve domains are modular. A finance, governance or technology mandate can stand on its own, with required interfaces and exclusions documented. Further functions are added only through an agreed scope change.
How is confidential data handled?
We agree classification, access, permitted tools, hosting, residency, retention and vendor handling terms before implementation. Access follows roles and approved sources; sensitive actions have review and escalation points. Terms depend on the selected systems and mandate, not a blanket guarantee.
Who retains investment decisions?
The family and its authorized investment professionals. Investment administration organizes source information, statements, commitments and reporting; it does not provide discretionary management, execution, custody, regulated arranging or independent valuation.
How are service measures agreed?
We choose measures relevant to the scoped work, establish the evidence and baseline and agree the review cadence. Close timeliness, exception age or readiness completion are examples, not promised numerical outcomes. Measures can evolve when responsibilities or systems change.
Can you support family businesses, portfolio companies and ventures?
Yes, through separately scoped operational assessments, product discovery, digital builds or embedded engineering, data and product support. Integration after acquisitions concerns operating transition; transaction, legal and investment advice remains with appointed specialists.
What is build-operate-transfer?
We design and establish the agreed functions, operate initial cycles and transfer them to your team or chosen providers against documented readiness and acceptance criteria. Training, ownership, outstanding issues and a stabilization period are defined rather than assumed.
How are scope and fees defined?
Discovery identifies the current office, required functions, complexity, dependencies and desired delivery format. We then define outputs, senior roles, availability, responsibilities, third-party costs and exclusions. Fees may be project-based or recurring, with agreed change control.
FAMILY OFFICE SERVICES
Build the support your family office needs.
Tell us where the office stands today and what you want to improve. Use an initial conversation to understand the work, assess fit and define the next step.