Want to read more? Sign Up For Our 7-Day Free Trial

Newsletter – November 2022

See What’s New in the WealthCAP HUB®

Creating an Investment Policy Statement

The purpose of an investment policy statement is to identify and memorialize your ﬁnancial goals and investment objectives, while documenting the roles and responsibilities of all parties involved in the various aspects of management, including board members, investment committee, investment managers and custodian. We have identified key areas of consideration when creating your IPS.

Value Of Diversification

Two of the key areas we identify as necessary components of an Investment Policy Statement are Overall Investment Objectives and Risk Management, which are key to portfolio construction and management. Understanding the value of diversification as it relates to these two areas will provide a framework for establishing criteria's for all parties and clearly define the goals and objectives.

Family Meeting - Effective Meetings

Meetings can be useful or useless – how effective are your family meetings? For multigenerational wealth, formal family meetings are vital for long term strategic planning. Understand the elements and details required to ensure your meetings are effective and actionable.

Do Your Business And Family Office Need Separate Chief Financial Officers?

If your family business CFO is also handling your personal family financial affairs, you’ve got yourself an “embedded” family office. Guest contributor Tom Crotty, Family Office Practice Leader at Sensiba San Filippo, explains why it may be time to re-examine whether your family office needs its own CFO.

Contact Us

Social Media

Content

Navigation

None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.