Family Office Design

Strategic Support for Families and Individuals Navigating Wealth, Purpose and Legacy

Designing the Right Structure Around Significant Wealth

As wealth grows, so does complexity.

Questions begin to emerge around governance, decision-making, advisers, investments, philanthropy, succession and the systems required to bring everything together.

Kenzie Co works alongside private individuals, families and family offices to help design practical frameworks that support better decisions, stronger relationships and long-term stewardship.

Whether establishing a family office for the first time or refining an existing structure, the focus is always the same: creating an approach that reflects the family's ambitions, values and way of operating.

Areas of Support

Kenzie Co works quietly behind the scenes, helping test ideas, explore structures and determine what is genuinely fit for purpose before making commitments.

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Strategic Counsel & Governance

  • Decision-making frameworks and governance rhythms

  • Clarifying roles, cadence and priorities

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Philanthropic Strategy

  • Focus, intent and giving approach

  • Guidance on structures and set-up pathways, in plain English

  • Administrative & operations support

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Committee, Trustee Meetings & Retreats

  • Secretariat & meeting facilitation

  • Curated speakers and site visits

  • Trusted introductions to aligned organisations, peers, and advisers

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Independent Research & Special Projects

  • Discreet exploration of options on your behalf

  • Conversations with advisers, providers & organisations

  • Clear summaries & recommendations, reducing noise

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Next-Generation Engagement

  • Coaching and mentorship

  • Facilitated family conversations

  • Supporting next gen to find an authentic role

Typical Engagements

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Strategy Session

90 Minutes

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Strategic Counsel

4 sessions over 4–6 months

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Family Session or Retreat

Half-day or Full-day

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Special Project

Short, defined scope

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Next Generation Mentorship

2–4 sessions

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