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
Philanthropy
The giving of financial or other gifts for charitable purposes. Many families set aside a certain proportion of their wealth to be devoted to a number of causes which the family supports (such as education or child poverty or curing illness)
Lord North Street does not advise families on how or where to give but is able to support family philanthropy by advising on governance, making introductions to experts in the field and considering ethical and Socially Responsible Investing (SRI).