Private Wealth & Multi-Generational Capital
Coordinating investment decisions with the wider circumstances of families holding capital across generations.
Purpose
Capital held by families rarely serves a single objective. Different generations may have different horizons, liquidity needs and views on risk. The investment mandate has to reflect that structure, and the governance around it has to be workable for the people involved.
Approach
- 01
Establish who the portfolio serves, over what horizon, and what it is required to fund.
- 02
Distinguish capital with different purposes rather than managing everything to one profile.
- 03
Coordinate with the family's existing legal, tax and accounting advisers rather than duplicating their work.
- 04
Document decisions so that governance survives changes in the people involved.
Where it fits
A governance framework within which one or more investment mandates operate.
- Families holding capital intended to serve more than one generation.
- Family offices seeking an investment framework alongside existing professional advisers.
Risk considerations
- This service does not constitute legal, tax or accounting advice; those matters should be addressed with qualified professionals.
- Structuring decisions have consequences that extend beyond investment outcomes.
Next capability
Investment Management
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Mandates begin with a discussion of objectives, horizon and constraints, before any portfolio is proposed.
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