No single adviser is responsible for the whole family decision.

The coordination gap

Expert advice does not automatically produce a coherent outcome.

Established families rarely lack advisers. They may already work with banks, lawyers, tax advisers, investment managers, trustees and corporate-service providers. The difficulty is that each institution is responsible for only part of the picture.

Bosphorus Gateway makes the family’s objectives and decision criteria explicit, gives specialists a common factual base and tests how their recommendations interact. The family should not have to discover the gaps only after implementation has begun.