Research Area
Asset Allocation for family offices
Connect portfolio choices to spending, time horizons and the family's actual constraints.
The central question
Which portfolio structure serves the mandate?
Strategic Asset Allocation for a Family Investment Committee
Translate family obligations, risk capacity, and governance resources into a durable allocation policy with measurable limits.
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.
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.
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.
Connect the assumptions.
The same spending requirement can imply different decisions when the time horizon, business exposure or ability to raise cash changes.
Use the reference models and worked cases to make those differences explicit.