Worked Cases
Family-office case studies
Four invented planning situations make the assumptions, arithmetic and committee decisions explicit.
Liquidity / Illustrative
A spending reserve before an allocation decision
A hypothetical $10 million portfolio separates six years of obligations from an asset-allocation debate.
Examine the caseConcentration / Illustrative
When the family business and portfolio share the same risk
A hypothetical balance sheet shows why a liquid portfolio cannot be assessed in isolation from an operating business.
Examine the caseLiquidity / Illustrative
Capital calls when distributions slow
A hypothetical private-market commitment illustrates how a lower inflow assumption changes a funding plan.
Examine the caseResearch / Illustrative
A research model enters the committee process
A hypothetical evaluation workflow separates an attractive model presentation from evidence sufficient to use its research.
Examine the caseAll cases are hypothetical. They do not describe customers, executed portfolios or observed investment outcomes.