Operating Model

Structure before activity.

Complex matters become manageable when authority, responsibilities, information and process are clearly defined.

  1. 01

    Define

    Establish the objective, authorized decision-makers, parties involved, constraints, risks and desired result.

  2. 02

    Structure

    Translate the matter into defined workstreams, responsibilities, information requirements and decision points.

  3. 03

    Coordinate

    Organize communication and execution among internal stakeholders, institutions and independent professional providers.

  4. 04

    Oversee

    Track progress, documentation, dependencies, unresolved questions and required approvals.

  5. 05

    Report

    Provide concise visibility into status, decisions, risks and next actions.

  6. 06

    Preserve

    Maintain an organized record of the engagement for continuity, governance and future reference.

Responsibility

Who is accountable for what.

FunctionFCS Role
Strategic coordinationLead or support as agreed
Administrative managementLead or support as agreed
Project oversightLead or support as agreed
Legal adviceIndependent legal counsel
Tax adviceIndependent tax professional
Audit and accounting opinionsIndependent accounting professional
Banking and custodyClient-appointed institution
Securities executionAppropriately authorized provider
Investment discretionOnly where separately documented and lawfully permitted

A central point of accountability — never a replacement for the professionals a matter requires.

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