Family Office Design

Parere Advisory

We are a family office advisory firm, focusing on creating and developing the infrastructure that supports families and their family offices. We do this by guiding families through critical decisions about how to preserve their family mission, values and wealth along with assisting them through major choices at critical junctures in their financial journeys.

Xylogenesis

Supporting all types of family offices (single-, multi-, embedded, hybrid/virtual, and custom design) Xylogenesis supports families, family office staff and trusted advisors. Our services include visioning, strategy, design, governance, ecosystem alignment, operations, and sustainment, as well as independent director and trustee services of and for the family, family office, and trusted advisory team.