Family Investment Office

For those who seek a "Chief Investment Officer" to oversee and manage their investments.

The Benefits You Should Expect

Your family office team will create one or more Investment Policy Statements in collaboration with you that provides:

An investment strategy and approach that is consistent with your individual and/or family goals, accommodates for the varying degrees of risk that should be taken with each, consistently provides you with the necessary liquidity you need and objectively evaluates investment opportunities based first on your best interests

An investment portfolio customized to your specific needs and which leverages GenSpring’s access, intelligence and buying power
Management and negotiation of provider costs
Consolidated investment reporting that clearly illustrates the attribution of your investment performance to the advice you received
An emphasis on tax aware investment decisions with a focus on asset location and the integration of tax and estate planning decisions
A single point of contact for all investment information

Objective advice & exceptional service

Sample Deliverables

Goals-based financial and cash flow planning, liquidity management and capital sufficiency analysis
Asset allocation, investment due diligence, negotiation, selection and consolidated reporting
Tax aware advice on asset location and income and gift tax return reviews
Advice on asset location
Financial recordkeeping and document retention

What would you like your family office to do for you?