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A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth and take on an active role in maintaining sustainable generational success. While there is no standardized playbook for establishing family sustainability, next gen investors and...

A well-defined governance system is what drives a strategy for portfolio investments—all the while increasing a family’s ability to formulate its goals and policies, make decisions, and perform an oversight function. This paper can help families in the development of their own decision-making framework and focuses on three core building blocks...

Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic. Ultimately, the effective investors employ a risk management framework that accounts for potential risk at every stage of the investment proce...

For families with substantial diversified portfolio investments, costs are an important consideration when devising an overall wealth management strategy. While there are a range of cost estimates drawn from real world examples, each family’s wealth management cost formula is different when analyzing it through a framework and analysis of four part...

Investing is challenging, even for the most seasoned investors, given the underlying emotions and mental biases inherent in human decision making. To help minimize the challenges around investing, successful investors have explicit investment processes and practices that are clearly outlined and consistently implemented. To ensure you are set up fo...

As families of wealth navigate the complexities of their wealth management, it is crucial to remain proactive in building and adjusting their investment infrastructure to help preserve and maintain wealth over the long term. This paper serves as a guide for families who have decided to outsource the investment function of their portfolio by partner...