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Private Investment Office Independent Investment Advice Investment Management Talent Trustees Investment Responsibilities Agents of Wealth Management and Stewards of Wealth Management Wealth Management Wealth Preservation and Stewardship Concentrated Family Stock Position Family Office Investments Family Philanthropy Multi-client Family Office Charity Investments Bespoke Fund of Funds Manager of Fund Managers Monitoring Fund Managers Discretionary Management Manager Selection Asset Monitoring Individual Asset Allocation Tactical Asset Allocation Research |
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Charity Investments Lord North Street provides a Private Investment Office service to trustees of charities who are conscious of their fiduciary responsibilities to seek independent investment advice from professional investment advisers who have no bias , no product to sell and act solely on behalf of the client, in this case a the trustees responsible for the charity investments and no other party. By virtue of Lord North Street performing the role of a Private Investment Office acting as the agents of wealth to all forms of individual and institutional investors, in this case charity investments, Lord North Street is very well qualified to provide individual asset allocation for each charity and, where appropriate, each beneficiary seeking the optimal investment return from a personalized and individual asset allocation. This individual asset allocation can then be implemented monitored and overseen Lord North Street acting as the client’s Private Investment Office to get the best out of the investment industry on their behalf. |