Committee worksheets and reference files

Keep the objective, assumptions, evidence and next decision in an inspectable record.

Family Office Models15 October 2026Educational reference

Working reference / CSV

Investment-policy worksheet

Objectives, spending, liquidity, concentration limits, authority and review dates.

Download investment-policy worksheet

Working reference / CSV

Research-provider evaluation

Evidence requests, delivery requirements, licence questions and the decision record.

Download research-provider evaluation

Working reference / TXT

Investment-committee memo

A decision outline that keeps alternatives, evidence and open questions together.

Download investment-committee memo

Working reference / CSV

Illustrative liquidity schedule

The spending-first case as an inspectable annual cash-flow table.

Download illustrative liquidity schedule

Working reference / JSON

Reference allocation data

The four model templates and their exact illustrative weights.

Download reference allocation data

Adapt the question to the mandate.

These original worksheets are starting structures. Replace their empty fields with verified information and obtain the appropriate review for an actual policy, contract or investment decision.

Keep an evidence trail.

Save the date, source and version of information used in a committee decision. Separate facts, assumptions, unresolved questions and proposed actions.

Read the committee-memo guide