Sparrow Family Office Consulting, LLC’s Fiduciary Advisory Services program offers a one-stop single point of contact to oversee and manage your third-party professionals: investment advisor, bank, CPA/tax advisor, legal counsel including trust & estate.  The program is customized to your needs and includes the following:

Investment Advisor

  • Oversee investment performance.
  • Ensure client investment policy and directives are followed by the Advisor.
  • Negotiate fees and monitor fees.
  • Handle all documentation requests.
  • Find and replace investment advisor as needed or requested.
  • Primary point of contact with all interactions with Investment Advisor.

Bank

  • Manage all cash management needs.
  • Ensure interest rates are competitive.
  • Ensure deposit balances in excess of $250,000 are fully FDIC insured.
  • Manage lending needs, source funding and manage the loan application process to closing.
  • Handle all documentation requests.
  • Primary point of contact for all interactions with Bank.  

Legal Counsel/Trust & Estate

  • Manage all document requests.
  • Join client meetings with legal counsel as needed.
  • Review suggested legal opinions with client.
  • Find and replace legal counsel as needed or requested.
  • Single point of contact with legal counsel.

Technology/Software Provider

  • Assist in the selection of technology/software.
  • Manage relationship with software provider(s).
  • Manage Software updates and customizations.
  • Primary point of contact for all interactions with eth software provider(s).

CPA/Tax Advisor

  • Manage tax preparation and filing process.
  • Gather all necessary documents and forms for tax filing.
  • Ensure taxes are filed on time without unnecessary extensions.
  • Review suggested tax strategies with client.
  • Find and replace tax advisor as needed or requested.
  • Primary point of contact for all interactions with Tax Advisor.  

Private Investment Review

  • Act as primary point of contact for all private investment opportunities.
  • Review and vet private investment opportunities.
  • Present vetted opportunities to client.
  • Complete full due diligence on private investments.
  • Partner with advisors and professionals on private investments as needed.