Modern Family Office

OptimizedThe New
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 conflict-free solutions 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

Best-In-Class Technology

We set up and manage the latest technology to simplify your operations and augment your insight.

  • Evaluate key datapoints
  • Design time-saving processes
  • Automate chore work

Specialized
Team

We serve as both sounding board and problem solvers for all your management and operational issues.

  • Design systems to organize data for decision-making
  • Manage and maximize external provider relationships
  • Standardize service provider fees, negotiate rates

Professional
Network

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