WE BEGIN WITH YOUR HEALTH CHECK.

A useful place to start is with a Health Check, which is a review of the family’s Investment Strategy and Investment Governance. This check-up reviews the family’s investment portfolios, investment returns, risks, costs, reporting, and governance. It provides:

• An overview of these aspects of a family’s portfolio, which offers transparency to families who have outsourced or delegated these activities and may be unaware of them
• Identification of possible shortcomings and areas for improvement for investment returns or investment governance
• Recommendations for improving investment oversight to ensure the family remains in control of its wealth, and retains permanent oversight on its investments, managers, banks, and advisors

Contact Us to explore a Health Check for your family’s wealth.