A simple framework for complicated family affairs.
The LOOC Framework gives families and business owners a practical way to look across purpose, structure, performance and governance before any solution is pursued.
- LegacyWhat is our Legacy?
- OrganiseDo we have everything organised?
- OptimiseWhat can we Optimise?
- ControlWho has Control?
Four questions before any solution.
Each engagement starts by understanding the family or enterprise objective. Only then do we frame the issues and bring in the specialists needed to address them.
Legacy
What are we building, preserving and passing on?
Organise
Do we understand how family assets, businesses, entities and advisers fit together?
Optimise
What could work better across cost, structure, reporting, succession and exit readiness?
Control
Do we have the oversight, governance and decision-making structure we need?
LOOC provides consultancy and coordination only; regulated or professional advice is provided by appropriately qualified third parties.
Our role in practice.
- Helps define family and enterprise objectives
- Maps family wealth, businesses and structures
- Coordinates professional advisers to one coherent brief
- Reviews complexity, duplication and reporting
- Helps maintain governance, review cycles and oversight
- Supports business owners on succession and exit-readiness questions
LOOC does not provide regulated investment advice, manage assets or portfolios, arrange insurance, act as trustee or fiduciary, provide legal or tax advice, or act as an M&A or corporate finance adviser. These matters remain with appropriately qualified professionals.
Start with clarity.
A first conversation usually begins with four questions. From there, LOOC can determine whether it can help and what specialist expertise may be required.
Start a conversation