Glossary
- Asset allocation
- Unbiased investment advice
- Private wealth manager
- Private Investment Office (PIO)
- Philanthropy
- Outsourced Chief Investment Officer
- Multi-generational wealth management
- Multi-Family Office (MFO)
- Manager of Managers
- Investment stewardship
- Investment management selection
- Institutional investment office
- Funds of funds
- Family office investments
- Family Investment Office
- Family Office
- Charitable endowment
- Wealth stewardship
Multi-generational wealth management
When considering the design of family portfolios the varying needs of the generations should be accommodated. Typically, the older generation requires more income and is prepared to accept less risk whereas younger members of the family can take a very long term more adventurous view.
Lord North Street ensures that the strategic asset allocation for each portfolio is considered separately according to the financial requirements and risk profile of the underlying owners or beneficiaries.