Our Process starts with the position that establishing the appropriate structures and forms of ownership of the assets is the most critical first issue to address for significant multi-generational wealth. Our process engages each family in an exhaustive quantitative and qualitative process flow - McKinley 2Q Process.
The quantitative side of our process is based on achieving your stated goals while assuming the lowest risk (structurally & investment) as possible. Even so, we know that Family Office Wealth Management is more than the numbers, smartly drawn estate flow charts and asset diversification pie charts. You are a family after all. |
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Firms itemize your current assets and immediately rush to present you with a new asset allocation pie chart and start selling investment products, programs and managers. Ever notice how the first recommendation is usually a proprietary product or a manager they have an increased payout to sell? Selling proprietary product is not a process.
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For this reason, once we conclude our quantitative analysis our process focuses its attention and goes further to explore and uncover qualitative needs and considerations for each family unit, family member and the family office as a whole. (Explore the FOWM-PROCESS FLOW pages for details) |
Our 2Q Process |
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We have found that it is only when the delicate balance between the numbers (quantitative) and the emotions (qualitative) is properly proportioned for each unique family & situation that wealth has the opportunity to survive a Malthusian Effect. |
Quantitative analysis |
Qualitative analysis |
Deconstruction and inventory of current financial resources. documentation by category. current condition portfolio modeling, testing & analysis
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Deconstruction and inventory of current family / intellectual resources by generation, family line and family unit. myers briggs testing
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run probability simulations on family partnership and sub portfolio(s) given newly defined inputs of family need & expectations. (customized intervals) |
defining individual's views and thoughts on the role of; the family office, risk, comfort and needs. A top down & bottom up analysis. |