Modern Family Office
Family Office Experience
TOS simplifies and optimizes the management of family offices.
We understand the importance of independent advice and have curated a modular menu of solutions, which are free from conflicts of interest, to streamline your operations and expand your opportunities.
Through a shared economy model, we provide convenient, cost-effective and discrete access to best-in-class technology, a specialized team and a professional network to accelerate your vision.
The TOS Accelerator
We set up and manage the latest technology to simplify your operations and augment your insight.
- Aggregate financial data
- Implement systems to organize data for decision-making
- Automate chore work
- Streamline technology updates
We serve as both sounding board and problem solvers for all your management and operational issues.
- Design time-saving processes
- Manage and strengthen external provider relationships
- Negotiate and standardize service provider fees
- Offer proactive, responsive advice
We connect you with other family offices and vetted service providers to extend your possibilities.
- Enhance your deal flow
- Share insights
- Tap into best practices
- Maintain privacy
Meet Our Team