Investors
We assist VC and PE Firms, Family Offices, and Angel Investors. We help them screen and evaluate their targets, as well as review their portfolios.
Family Offices
Challenges
In the current context of low interest rates, family offices and wealth managers are requested to look for different and higher sources of return, lower fees, and direct and active investment.
Family businesses find it difficult to retain control whilst fuelling growth and to establish a governance structure which satisfies the ambition of each family member.
Some family offices do not possess business review capabilities or need to develop the skills required to transition to the next generation.
Finally, the interrelationships between the family businesses and its other assets are often overlooked.
Solutions
Our independent and holistic portfolio approach to managing both personal and corporate assets is unique.
We can help family offices:
Identify and estimate the investment requirements of the various family businesses
Identify the interdependencies between the various business and personal assets
Build business cases and prioritise actions
Assess and value direct investments
Evaluate both internal and external sources of funding
Set performance and risk metrics, benchmarks, and reporting processes
Train family members
Put in place a portfolio management approach and an implementation plan that consider all of the above
