Category: Family CFO
-
What a Family Office Does
Your family office is your most trusted advisor and who you rely on the most to provide you and your family with financial peace of mind.
-
Not Just Money
This post will explain why your financial legacy is more than just dollars and cents and outline how you can cement your legacy with a wealth management process.
-
Creating an ESG Portfolio
This post will illustrate an example of how an investor re-positioned their portfolio to reflect their ESG values.
-
Family Mission Statements
For ultra-high net-worth families, the burden of preserving and transferring wealth to future generations is one of life’s greatest challenges. This post describes how to define your family values and create a mission statement that will guide your wealth management process.
-
Your Investment Policy Statement
An Investment Policy Statement is a written document that describes the strategy for an investment portfolio. This post will introduce you its importance.