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What We Do - (qp) global family offices

An investment framework grounded in and derived solely from this mandate.

Advise

We operate as an extension of the families we serve, helping them make more informed decisions about their wealth and their family affairs. This is only possible because we are truly aligned with families.

- Family's Chief Advisor
- Holistic and across a family's entire situation
- Aligned and objective
- Based on intimate understanding
- Capability to handle complex assets, planning, and structures
- Establish processes

Invest

We are a unique team of single-family office investors and operators, with the skills, networks, and capabilities necessary to both protect and grow the wealth and well-being of significant families over generations.

- Wealth strategies and investments appropriate for substantial families
- No (qp) accounts
- Open and independent sourcing
- Risk management
- Review / optimize existing managers
- Unique private direct opportunities

Orchestrate

Through process comes understanding. With a deep and holistic understanding of each of our family’s total picture, we provide families with well reasoned, more informed advice based on our experienced judgment.

- Oversee and collaborate with the family's network
- Break down silos
- Integrate across functions
- Institute operational processes
- Bring accountability, transparency, and significant synergy

Simplify

Our sole purpose is the success of our families. We can only accomplish this by remaining a boutique, serving a small and exclusive collection of families.

- Manage SFO people and resources
- Reduce costs and operational risk
- Provide cost certainty and transparency
- Aggregated reporting provides clarity and confidence
- Establish full transparency
- Enable families to focus their time on what matters to them

connect with us

info@qp-global.com

location

115 East Putnam Avenue

Greenwich, CT 06830

about us

(qp) global is a boutique professional services firm located in Greenwich, CT focused exclusively on managing the single-family offices, wealth, investments, and family affairs of a small collection of substantial families from around the globe.

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