As FAMILY MEMBERS
As family members, your fundamental need & objective is to NOURISH and PROTECT your FAMILY, WEALTH, LEGACY.
You are confronted with diverse challenges in diverse fields among which may be:
• Potential mis-match among your short, medium-term and long-term needs and priorities; needing you to be well-prepared and well-informed
• An increasingly complex tax and legal framework in view of the multiple destinations where you have your assets and/or family members
• Increased geopolitical and macroeconomic uncertainty in many regions globally
• Distraction by an over-flow of product/strategy/investment pitches
•“Business” and "ownership" priorities taking away your quality family time
HOLISTIC NEEDS
• To see the forest, for the trees: by connecting the many dots you have from “family” to “wealth” to “legacy”
• To make well-informed decisions based on what fits you best
• Your health, well-being, security needs requiring thoughtful care by a family officer
DESTINATION NEEDS
• To have information, practical insight of multiple destinations
INVESTMENT NEEDS
• To have easy access to global insight, best-in class institutions, investment management capabilities and investment opportunities
• To have agnostic knowledge of opportunities and information across diverse asset classes and destinations
As FAMILY OFFICES
As family offices, your fundamental need & objective is
to SERVE and NOURISH FAMILY, WEALTH, LEGACY NEEDS of YOUR PRINCIPALS.
INVESTMENT NEEDS
• You need systematic knowledge of investment strategies, managers and opportunities across diverse asset classes and various global destinations
• You have your own investment strategy, needing a focused deal-flow that fits well in with your investment strategy (given that you are presented a large number of investment opportunities, requiring high amounts of due diligence time; needing you to screen through biased information, sales-only pitches and potential conflicts of interest)
• You have an increasing appetite for impact investments and like to see how and where best to allocate
NEEDS in view of YOUR PRINCIPALS
• You need to be effectively aligning your principals and next generation leaders with inputs, outputs and what next
COMPLIANCE NEEDS
• You need to increasingly focus on compliance in countries where you manage assets or wherein you invest in new assets