Initiates and coordinates the primary investing decisions in fulfilling the family investment objectives under the direction of the family leaders.
Maintains and expands the family’s wealth
Assists the family by fulfilling investment objectives as laid out by the family
Coordinates efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns
Creates, implements and coordinates a comprehensive family financial strategy, including a accompanying Investment Policy Statement (IPS)
Coordinates and manages investment research team and internal experts in each asset class
Sources reputable investigative firms to perform comprehensive background checks on potential partners
Structuring and negotiation of investment terms, due diligence on target companies, market and competitor research, and execution of transactions