Four Corners Global offers a suite of administrative and consulting services designed to make your closely held business or family office more effective. We allow your team to focus on the paramount core competencies, while delegating everything else to a trusted, interconnected, team working on your behalf.
Closely held businesses and family offices have a good bit in common and, while the concepts are straight forward, knowing how to organize and run them efficiently can be difficult. Few professional advisors understand the intricacies of organizing and administrating family affairs, lifestyle goals, business and real estate operations, and investment objectives all woven together. Often wealth creators tolerate unnecessary friction within the professional service industry but siloed advisors miss chances to collaborate and opportunities to best serve their clients. Putting together the right team is both challenging and critical.
Fortunately, you are not alone. We have helped entrepreneurs and families in similar situations for more than thirty years set clear priorities and build out the legal structures, teams, and relationships necessary to fulfill them. For further information or to enquire about our services, please use the contact form below.
Every engagement begins with the discovery phase; our dedicated team meticulously analyzes your existing organizational structures, information, and documents to determine the status today. It's a comprehensive examination aimed at understanding your unique circumstances and needs. Through thoughtful dialogue, we clarify your priorities and intentions. This stage is about gaining clarity and distilling complex information into a coherent perspective.
During the recommendation phase, we create a detailed strategy for how we will proceed. Most objectives have multiple paths forward, and we will present each option, along with their trade-offs and our recommendations, for you to decide on how we proceed.
We will close the recommendation phase with a set of deliverables, including recommendation charts and written descriptions that depict the steps necessary to achieve your goals.
During the implementation phase, we work with your team of advisors to put the plan into place. When the first steps are performed well, implementation becomes a smooth process. The core decisions have already been made, and now our team is able to execute the strategy effectively; Instruments are drafted; entities are created; agencies are coordinated; and more. Clear, organized structures are put in place to accomplish your goals and provide the transparency and control needed to manage effectively.
Once implemented, our team will work with you to put in place a maintenance and administration plan. The majority of our clients engage us to do that but we are happy to assist you with the organization of your own administrative team if you would prefer.
With over three decades of experience, our team has demonstrated consistent excellence in serving entrepreneurs, closely held business owners, and ultra high net worth clients. Each partner embodies a unique set of skills, experiences, and qualities that contribute to the dynamic nature of our team.
Our origins can be traced back to the expansion of administrative services initiated by Elizabeth Morgan on behalf of her domestic and international clients, their personal and business planning and operational structures, and their charitable organizations. Additional team profiles coming soon.
Relationships lie at the heart of Four Corners Global's ability to provide exceptional service and tailored solutions. By cultivating deep connections with clients and professional advisors, leveraging extensive professional networks across thirty-six countries and territories, and fostering collaboration within your family network, we can effectively navigate your specific structural, tax, and operational needs align with your specific goals.