Jan 123 minDon't let poor data cloud your investment decisions | A guidance note for family offices.We are often called into family offices to help solve investment reporting challenges; incomplete, labour intensive and lack meaningful...
Dec 11, 20232 minInvestment Reporting gaps causing misalignment with valuesAs families grow and diversify, so too do their financial interests and investment portfolios. The "Investment Policy Statement" (IPS)...
Nov 19, 20233 minGreat is the Enemy of Good - A roadmap for family office operations. Whenever we speak to family offices about their investment office operations, we often ask for an indication of their priorities or “wish...