FAMILY OFFICE
Put the family office's full mandate into one clear outcome. See the whole picture.
The fixed mix shows the selected assets and limits in one place; every underlying strategy still needs its own diligence.
ACTIVE PORTFOLIOSFAMILY OFFICEACTIVE PORTFOLIOS
A finished family-office portfolio your family, advisors, and trustees can review together.
SEE THE WHOLE MIXKEEP LIMITS CLEARREVIEW ONE OUTCOME
PORTFOLIO ALLOCATION6 REPRESENTATIVE ASSETS
Core EquitySPXA
Source gapSPDM pending
Source gapEquity gap 1
Source gapEquity gap 2
Source gapEquity gap 3
Source gapEquity gap 4
- Core Equity · SPXA43%
- Source gap · SPDM pending25%
- Source gap · Equity gap 115%
- Source gap · Equity gap 29%
- Source gap · Equity gap 35%
- Source gap · Equity gap 43%
Locked profile for review only. Asset eligibility, custody, execution, and strategy-level risk remain subject to mandate review.
PERFORMANCE
Illustrative annual range.
3%–11%
DIVERSIFICATION
Maximum source exposure.
70%
LIQUIDITY
Minimum reserve visible.
20%
TURNKEY PORTFOLIO
Talk with us about your family office.
Review the locked outcome first. If you want to change the rules, open the configurable product.