Opus Una Case Study

Client case study: Opus Una - family office

Share this resource

solution

Engineering - Turbo Traction

Investors want to see traction and know that their money will be spent wisely. Working technology and a clear product validation path are critical. Prototype vs POC vs MVP is an important early-stage decision. A well-presented articulation of the business model is also key. Few early stage firms have all...

view solution

solution

Expert Laser – Laser Coach (Masterclasses)

Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts...

view solution

solution

Expert Laser - Laser Consult

The problem we’re solving: Start-ups and Early Stage companies often require pin-point ‘one-off’ external expertise Where this expertise can’t be filled by board ‘advisors’, there is a knowledge gap Typically, when firms require additional external expertise in key areas they use consultants Where the insight/expertise required is very specific, larger firms can use ‘expert...

view solution

solution

FinTech Strategy

We have taken the skills, experience, knowledge-base and networks developed through our consulting business to create a proposition to support our growing FinTech client base. We can help you to: Market Identify clients, competitors and addressable markets Use our network to get the ‘inside track’. Our specialist Wealth Management research partners support our...

view solution

solution

Product Development & Governance

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into...

view solution

solution

Project Management

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant...

view solution
by Opus Una
| 08/11/2017 16:57:13

Client profile
HNW family

Challenge
Our client, a high net worth family wanted to assess the viability of setting up a single family office which over time could be scaled to a multi-family office offering a full suite of services to other clients. 

What we did
Working closely with a key family representative ‘Opus Una’:

  • Defined the proposition (core and non-core products and services)
  • Defined viable high-level operating model options
  • Identified supplier selection criteria and potential suppliers
  • Facilitated meetings with prospective product/service providers

Outcome delivered
Within a two week period, the client had a clear view of:

  • A ‘Day 1’ proposition and how that could be evolved in stages
  • What could be managed ‘in-house’ and what would need to be outsourced low, medium, high complexity operating models and a scale-up approach for each
  • Prioritised supplier selection criteria