CORE works with entrepreneurs that have created or wish to create a family office. CORE acts as a point team to help its clients create and manage the key pillars of a family office: management, FP&A and asset management, direct investing, and risk management on behalf of the family, acting as a point team.

Help build the team by making sure that the right people are in the right seats

Help manage the team by coordinating with third-parties and consolidating direct reports for the CEO

Create and drive strategy by understanding and organizing third-party work product

Implement, develop, institutional quality financial analysis and asset management systems for the Family’s current and future investments

Create tools and analysis to help the Family manage its portfolio of investments

Help the Family set and adhere to a strategy and create a network of deal flow around that strategy

CORE and affiliate company, Sahara Investment Group, create proprietary deal flow for the Family

Create and drive strategy by understanding and organizing third-party work product

Help manage and monitor investments post-closing

Add a financial executive to help identify and mitigate risks and threats to the Family

Drive related insurance analysis and create matrices of relevant, suggested policies to mitigate risks

Family Office Creation and Management

Help build the team by making sure that the right people are in the right seats
Help manage the team by coordinating with third- parties and consolidating direct reports for the CEO
Create and drive strategy by understanding and organizing third-party work product

FP&A and Asset Management

Implement, develop, institutional quality financial analysis and asset management systems for the Family’s current and future investments
Create tools and analysis to help the Family manage its portfolio of investments

Direct Investing

Help the Family set and adhere to a strategy and create a network of deal flow around that strategy
CORE and affiliate company, Sahara Investment Group, create proprietary deal flow for the Family
Create and drive strategy by understanding and organizing third-party work product
Help manage and monitor investments post-closing

Risk Management

Add a financial executive to help identify and mitigate risks and threats to the Family
Drive related insurance analysis and create matrices of relevant, suggested policies to mitigate risks