Investment & Wealth Management
Family Wealth Leadership, acting as the Family Enterprise Officer (FEO) for the family, means we also administer and counsel the family on all types of investments, including real estate, private equity, marketable securities, life insurance, private credit, mergers and acquisitions, and, if appropriate, buying and selling businesses, as a few examples. FWL collaborates with the family’s investment committee and relevant advisors to develop a formal investment program and strategies, and then assists the family in implementing the program with the support of professionals specializing in the desired investments and conducting due diligence.
- Investment Opportunity Development
- Asset Allocation Plan Development
- Deal Structure for Purchases and Sales
- Investment Due Diligence and Selection
- In-house Portfolio Management
- Manage Liquidity Needs and Timing
- Custodial Oversight
- Oversight of Third-Party Investment Advisors
- Core Asset Class Oversight
- Alternative Asset Class Oversight
- Investment Vehicle Structure
- Special Asset Class Research
- Allocation and Rebalancing Oversight
- Track and Reporting Investment Performance, Cash Flow, and Tax Implications
- Oversight of Real Estate Property Managers and Other Advisors
- Analysis and Acquisition of Debt for Investments When Appropriate
(Family Wealth Leadership partners with a team of professionals to provide the services we offer families. See the “14 X 14” page and subsequent pages of medallions in How Families Thrive)