TAILORED SOLUTIONS FOR
YOUR NEEDS
THE POWER OF FOCUS
Del Rey Advisory focuses on assisting family offices in deploying and managing their investments as well as assisting families in the creation and structuring of their family offices and managing their risks.
We serve as attorneys, advisors and liaison to other trusted professionals while also offering a multi-disciplinary approach to providing counsel and management to private clientele.
ADVISORS | CONSULTANTS | ATTORNEYS
Headquartered in Santa Monica, California and in Houston, Texas, Del Rey Advisors operates a Multi-Family Office and provides advisory & consulting services dedicated exclusively to serving the unique needs of family offices.
Our clients receive the high-touch bespoke service of an advisory and consulting boutique.
Our advice is driven solely by your needs, not by commissions or quotas. We know that good advice makes a measurable difference.
PRIVACY
Regrettably, personal and family privacy and security has become a more prominent facet of the family office practice. The personal privacy and safety of family members at home, at work, in public appearances, online, at school, and when traveling is of paramount importance. Privacy of financial matters and security of residences, aircraft and yachts, and other assets often benefit from professional privacy and security advisors who are managed.
ASSESS & STRATEGIZE
Strategies designed solely for your office and your wealth. We start with an assessment.
In our Initial Assessment - We aggregate all your current activities, review your arsenal of staff as well as outside support, review your documentation and financials and analyze if your goals are being met and if not, what we can identify to remediate the issue and assist you in meeting your goals.
Based upon the Initial Assessment, for each client, we create a customized strategy of goals around five essential wealth practices: invest, borrow, spend , manage and protect and aggregate the information into a meaningful presentation to you. The support we provide around these practices empowers our clients to confidently navigate the unpredictable and unexpected.
TURNING OBSTACLES INTO OPPORTUNITIES
The pace of disruption has shifted the family office growth agenda. Where once companies might have pursued growth for growth's sake, they are now increasingly likely to seek agility and deeply develop technology, to create nimble organizations that can adapt to a fast-changing competitive environment and world.
In short: It's no longer possibly to go it alone. Instead, family offices and companies are casting their eyes externally for advisory capabilities, to help them source and manage investments, new technologies, business models and talent.
DRA REPORTING
Whether for daily, monthly or annual information cycles, our custom designed AI, reporting systems and process controls and technology save you time and improve accuracy, with automated data gathering, transaction processing, reconciliation, and reporting on a real time basis.
LIABILITY & RISK &
LIABILITY MITIGATION
We understand the complex assets owned by family offices and the liability and risks associated with ownership and provide liability, risks and litigation management services including:
• Analysis of liability risks
• Preparation of Mitigation strategies
• Selection of appropriate subject matter counsel
• Oversight and review of all counsel activity
• Dynamic management and scheduling of all litigation activities
• Client Portal – so you have access to all information
• Automated calendaring
• Advice and guidance on litigation strategy
• Expert witness services
• Technology - Specialized and Custom Platforms for your family office litigation and other legal activities