Lorica Capital
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Transaction Services
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New Energy Legacy Builder
Lorica Capital
Home
Transaction Services
Family Office Services
Contact
New Energy Legacy Builder
More
  • Home
  • Transaction Services
  • Family Office Services
  • Contact
  • New Energy Legacy Builder
  • Home
  • Transaction Services
  • Family Office Services
  • Contact
  • New Energy Legacy Builder

Welcome

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Family Office Creation and Support

Transition/Succession Consulting

Intergenerational Planning

You've worked hard to create something special. Whether you want to provide opportunities for key family members or establish a private foundation, we help you keep what you've built. Our team works with your family and the relevant professional advisors to create programs and systems that create space for the cross-pollination of ideas, expertise, and perspectives to further your family enterprise while protecting the integrity of your legacy.


Family Office Creation and Support

Family Adisory Board

We serve as the family's "board of advisors," meeting to review the investment landscape, vet opportunities, discuss new strategies, solve problems, and provide sound advice for simple and complex issues.


  • New Opportunity and Risk Assessments
  • Investment/Transaction Overview
  • Strategy Development
  • Opportunity Vetting
  • Resource Planning

Private Equity Strategy

We work with you to develop a sound risk capital investment strategy that includes investments in several private investment disciplines, tailored to your preferences and tolerance for risk. We work with you to implement the strategy and provide growth, exit, and liquidity planning.

  • Development of Risk Capital Strategy
  • Structuring, Negotiating, & Monitoring
  • Corporate Governance
  • Exit Planning - Liquidity Planning
  • Operating Companies, Startups, Distressed Assets, Real Estate, Alts/Derivatives

Financial Management Services

With a clear understanding of your needs, our team will establish a system of organizing and transmitting accessible information to prepare cash flow projections and budgets and handle the associated cash management responsibilities on your behalf.

  • Expense Reporting
  • Cash Flow Management
  • Records Management
  • Centralized Document Storage

Tax and Wealth Structuring

Our team develops the broad strategies, performs technical analysis, and works closely with tax specialists to bring integrated tax consultation and strategic planning advice.

  • Tax Planning and Compliance
  • Partnership and Trust Accounting
  • Potential Tax-saving Strategies
  • Tax Optimized Solutions

Consolidated Reporting

We provide a consolidated view of your financial picture by capturing information from sources such as banks, investment firms, private sources and others where available.

  • Performance & Risk Monitoring of Investment Strategies
  • Asset Allocation and Porfolio Monitoring
  • Balance Sheet and Income Statement Preparation


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