Investment Management Services:
Evaluation of the overall financial situation.
Determining the investment objectives and philosophy of the family.
Determining risk profiles and investment horizons.
Asset allocation determining mix between capital market and non-capital market investing.
Supporting banking relationships.
Managing Liquidity For The Family.
Providing due diligence on investments and external managers.
Life Management and Budgeting:
Club (golf, private, etc.) memberships.
Management of holiday properties, private jets and yachts.
Budget services, including wealth reviews, analysis of short and medium-term liquidity requirements and long-term objectives.