T.O.S.
Our mission: To simplify and optimize the management of family offices.
What we provide: We provide convenient and cost-effective access to the curated resources family offices need.
How we do it: We have created a subscription co-op that offers members best-in-class technology, a specialized team and a peer network to accelerate their vision.
How we are different: We believe in the importance of independent advice and have designed a modular menu of conflict-free solutions to serve in an organization’s best interest.
Why we are credible: With decades of experience in operating and supporting family offices, we understand their unique
challenges and opportunities as well as the best approaches and processes.
Positioning statement: T.O.S. 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. As a member of the T.O.S. Co-op, you gain convenient, cost-effective access to best-in-class technology, a specialized team and a peer network to accelerate your vision.