Guide Library
Family-office research guides
A practical reference library for allocation, spending, concentration, risk and research-provider decisions.
Strategic Asset Allocation for a Family Investment Committee
Translate family obligations, risk capacity, and governance resources into a durable allocation policy with measurable limits.
Spending Policy and the Preservation of Purchasing Power
Connect distributions, inflation, fees, and spending flexibility without mistaking a required return for an achievable forecast.
Building a Liquidity Ladder Around Dated Obligations
Match available assets to payment dates, distinguish cash from borrowing capacity, and test the ladder under disrupted markets.
Cash-Flow Budgeting for Investment Committee Decisions
Build a dated, owner-specific cash forecast that separates recurring spending, investment flows, and uncertain receipts.
Concentrated Stock Risk and the Family Balance Sheet
Evaluate a large single-stock position against essential goals, overlapping exposures, and a practical diversification plan.
Combining Public and Private Assets Without Hiding Risk
Compare economic exposures, liquidity terms, valuation uncertainty, and performance evidence before setting a private-asset allocation.
Rebalancing Rules That Connect Policy to Trades
Define drift measurements, decision bands, cash-flow treatment, and exceptions before deciding when and how to rebalance.
Currency Exposure Across Assets, Liabilities, and Hedges
Separate reporting currency from economic exposure and build a hedge policy around obligations, risk tolerance, and funding capacity.
Portfolio Stress Testing That Leads to Decisions
Build transparent adverse scenarios, separate valuation losses from funding demands, and assign responses to the vulnerabilities revealed.
Risk Budgeting Beyond Portfolio Weight Percentages
Translate family risk tolerance into measurable limits while distinguishing capital weights, volatility contributions, and funding risk.
Illiquidity and Capital Calls in a Family Portfolio
Size private commitments using dated funding stresses, uncertain distributions, existing obligations, and operational readiness.
An Investment Policy Statement the Committee Can Use
Turn investment objectives into operating rules with clear authority, measurable limits, reporting requirements, and a controlled review process.
Choosing investment models for a family-office portfolio
A committee process for matching a model to portfolio purpose, household constraints, evidence quality, and implementable decisions.
Model validation beyond a passing backtest
Separate reproducibility, causal data checks, statistical challenge, and implementation feasibility before a committee relies on a model.
Backtests, live research, and actual investment results
How to classify performance evidence and reconcile a historical study with timestamped publications and funded-account executions.
Manager due diligence with a family liquidity lens
Investigate investment process, operating controls, vehicle terms, and access to cash before approving an external manager.
Research licensing for committee and adviser workflows
Map users, entities, data rights, redistribution, derived outputs, and termination requirements before subscribing to investment research.
Evaluating an investment research provider
Run an evidence-based provider review covering research claims, archive integrity, conflicts, delivery quality, and committee usefulness.
Writing an investment committee memo that supports a decision
Structure a model or research proposal around the requested authority, evidence, alternatives, risks, dissent, and follow-up conditions.
Model documentation a successor can actually use
Build a versioned model record covering purpose, data timing, rules, evidence, limitations, changes, and operational ownership.
Performance attribution and hidden family concentration
Reconcile portfolio outcomes, separate policy from manager decisions, and investigate whether apparent skill is concentrated exposure.
Scenario analysis for a family's full balance sheet
Design coherent stresses that connect portfolio losses, operating-business exposure, collateral, commitments, and available liquidity.
Data quality, revisions, and point-in-time research
Control data vintages, identifiers, adjustments, availability timestamps, and correction trails so historical evidence remains interpretable.
Research inputs versus discretionary investment management
Clarify who analyzes, recommends, approves, executes, and monitors when a family office uses external research or delegated management.
No matching guides. Try another topic or research area.