Outsourced CIO & Investment Governance
Institutional-grade oversight across public and private markets, including policy design, portfolio construction and disciplined implementation.
Services
Wealth in motion
Private Markets Curation & Due Diligence
Rigorous sourcing and assessment of private market opportunities aligned to objectives, liquidity and governance standards.
Consolidated Reporting & Administration
Clear visibility across entities, accounts and asset classes through coordinated data capture and integrated reporting.
Case Study
Post-liquidity event: establishing governance after a business sale
Following a business sale, a family's wealth shifted from a single operating asset into realised capital that now had to be governed across multiple entities and generations. With it came a set of decisions their existing arrangements were not built to handle: how much liquidity and risk to carry, and how to bring together the accountants, lawyers and investment advisers who had each been working to their own brief. What they lacked was not advice but a way to decide coherently.
We established a single governance framework to sit above the detail: clear objectives, defined liquidity and risk parameters, and an agreed basis for how decisions would be made and by whom. Good governance let the family weigh each choice against their longer-term intentions rather than in isolation. We then coordinated the wider adviser group so everyone worked from shared context, with each recommendation implemented in line with the family's own decisions.
What changed:
Within around six months, fragmented advice had been replaced by a unified governance model. Decision fatigue eased, advisers worked from a common view, and the family gained confidence in preserving and growing the wealth the sale had realised.
Illustrative composite. Details have been changed to protect client confidentiality.
Services
Additional Family Services
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Succession & Transition Planning
Guidance for ownership and leadership transitions across trusts, operating entities and family governance forums; aligning roles, responsibilities and structures with a unified intent for the future.
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Philanthropy & Impact Strategy
Development of philanthropy programs and coordination of charitable structures or impact investments, with specialist execution to ensure giving is effective and aligned with clear family values.
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Facilitation & decision support
Designed to support families at critical decision points, including meeting facilitation for complex discussions or conflict de-escalation, to help the family move forward with clarity and mutual respect.