IWM - Process

IWM - Process flow

investments

hedging strategies

reporting

	"OUR PROCESS IS ONGOING, CUSTOMIZED AND ALWAYS PROACTIVE."

Step 1: Define Goals, Our Process Flow encourages the establishment of a family oversight or investment committee to act as the board of directors to the family partnership and all its sub entities. This boards makeup and ultimate responsibilities can be as varied and unique as each family office client. No one formula fits all families. We recommend the investment committee be representative of the various family lines and generations. It is this committee who works through our process flow ultimatley defining the family office mission, governance, investment policy statement and asset allocation as well as administrative and special services or concierge needs that must be provided for. For those families with exciting boards, we move right into the process flow and step 1; define family office goals; needs & prioroties.