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 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
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
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
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