Business Consulting
- Business strategy and operational planning
- Family business governance and advisory board structures
- Business budgeting, management reporting and KPI dashboards
- Process improvement and project coordination
- Assessment and implementation planning for AI applications
- Organisational support for succession planning
Family Office Administrative Support
- Consolidation of information and documentation supplied by clients and their advisers
- Development of reporting processes and responsibilities
- Administrative support for succession projects
Research & Reporting
- Industry research and company analysis
- Preparation of research reports and briefing materials
- Preparation of meeting materials, minutes and action tracking for committees and advisory boards
- Coordination of stakeholder communications
- Particular sector and regional expertise in healthcare and German-speaking Europe
Our role is to provide analysis, information and organisational support. Investment decisions and implementation remain the responsibility of clients and their appointed investment managers.
CONREN Services does not hold or control client money, provide custody services, execute investment transactions, manage investment portfolios or exercise investment discretion.