HERITAGE
FAMILY OFFICE
INVESTMENT ADVISORY
Bespoke Investment Advisory Portfolio
Comprehensive understanding of clients’ needs/risk appetite taking into account total global wealth diversification, followed by full implementation of bespoke strategic / tactical asset allocation under advisory agreement. Consolidated reporting on global assets including tracking against personalized benchmark.
Bespoke Investment Offering
Sourced investments for a bespoke mandate to supplement and enhance an existing global portfolio.
Access to Independent Proprietary Product Shelf
Global Real Estate, Hedge Funds, Private Debt, Derivative / Structuring Overlays, Liquidity Management. Shekel Exposure.
INDEPENDENT GLOBAL INVESTMENT ADVISOR
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Expert oversight and review of global investment portfolios and production of a bespoke consolidated investment report.
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The consolidated global report highlights overall exposures to achieve a holistic view for risk management in terms of currencies and asset classes, which could include inter alia properties, collectibles and operating businesses owned.
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Addresses key investment risks & exposures such as underperforming investments, concentration of investing styles or duplicate exposures.
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Review of underlying investment management fees & costs relating to investment portfolios & funds to identify whether there may be a cheaper way to hold & manage the investment holdings.
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Available to act in the capacity of Investment Gatekeeper by carrying out an independent review of investment opportunities being considered.
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Routine meetings with the family and/or trustees where relevant to review & consider recommendations, and available for queries/discussions on an ongoing basis relating to the investments/portfolios.
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Our aim is to add value by providing access to our deep investment expertise & advice. We interact directly with the families, their trustees and their investment managers where relevant.
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Our mandates are primarily with private clients and professional trustee companies.