The family office investment policy and process



 Investments are at the core of single-family offices' success. Some families still rely on standard wealth managers' services and model portfolios. However, a bespoke approach in line with the family office strategy delivers more. The entire process should clarify your investment strategy's goals, objectives, and vision. The family office's role in data processing is crucial for the success of an in-house investment committee. It plays an essential role in considering all relevant factors such as returns and benchmarks, asset allocation adherence, cost and risk limits, and other information required to monitor the strategy execution. Depending on the individual circumstances, its functions can be outsourced entirely.

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