Since 1974, we have provided investment services to family offices and helped them meet their financial goals. Our investment counsellors have extensive experience with the specific issues and challenges that face many family offices including:
We offer investment services to family offices which involve the holistic assessment, custom tailoring and management of discretionary investment portfolios. A dedicated investment counsellor works with your family office staff, trustees, and other professional advisors while taking into account tax specifics, asset location, cash flow needs, financial planning strategies and other requirements as necessary when constructing your investment portfolio.
After a detailed discovery process, your investment counsellor will incorporate your investment objectives and risk tolerance parameters into an Investment Policy Statement (IPS). The IPS becomes the framework for all future investment decisions.
After a detailed discovery process, your investment counsellor will incorporate your investment objectives and risk tolerance parameters into an Investment Policy Statement (IPS). The IPS becomes the framework for all future investment decisions.
After a detailed discovery process, your investment counsellor will incorporate your investment objectives and risk tolerance parameters into an Investment Policy Statement (IPS). The IPS becomes the framework for all future investment decisions.
