Sparrow Family Office Consulting, LLC

Description

Sparrow Family Office Consulting is a firm dedicated to serving the small to midsized family office and the ultra-wealthy. We make it our mission to provide attention, service and expertise in a cost-efficient manner to our clients who have been ignored or underserved by the large private banks, RIA’s and trust companies. Based in Dallas, Texas, with clients throughout the U.S., Sparrow Family Office Consulting focuses on providing clients a range of operational and administrative support, as well as special project assistance and investment advisory recommendations. Small to midsize family offices and individuals who have been overlooked or underserved by large private banks, RIA’s and Trust Companies find the services offered at Sparrow Family Office Consulting ideal for their needs. • Operational Support- We offer a suite of services to family offices that need additional monthly operational support, but do not require or justify the cost of a full-time COO/CEO. • Administrative Reporting- We offer web-based consolidated reporting of financial statements and investment reports, including personal bill payments. Clients can customize their online financial reporting dashboard across all investments and holdings. • Special Engagements - Our firm operates in a discrete and anonymous fashion which allows us to act on behalf of clients in areas of: o Due diligence on investment opportunities o Anonymous investment opportunity inquiries o Consolidation and rollup of existing investment structures or operating companies o Any one-time event that needs review and support