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Asset-class weightings do not necessarily convey portfolios’ true underlying risk characteristics. Therefore, we believe Risk Buckets and Risk Budget Utilization are better frameworks to measure portfolio risk vs. expected return, and to better construct adaptable portfolios across various market environments.
Understand the key functions of Family Offices: which aspects are best suited to highly qualified third-party providers and which to dedicated staff. Some ways to think critically about directing and coordinating a family office network.
While each individual or family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support. Forward-looking, wise management is the most commonly needed ingredient.
For those beginning to think about the sound management of wealth, possibly around an exit from a large investment, the following outlines some questions we
White paper on the methodology behind BCA’s 7-yr Capital Markets Assumptions. Updated as of October 2022, with respect to strategic asset class return forecasts.