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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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Wealth Preservation and Stewardship
Does wealth preservation and stewardship always go together?. Our experience is that very few firms attach the correct degree of importance to wealth preservation and stewardship. Lord North Street's research shows that proper stewardship not only leads to wealth preservation but to also to growth. At Lord North Street we have a team dedicated to effective stewardship which recognises that wealth preservation is an essential objective for a family. In choosing an investment adviser a family, which may have taken substantial risks in order to create their fortune, will want a team dedicate both to wealth preservation and stewardship. Our client administration team provides bespoke stewardship for each client family and this has enabled serial entrepreneurs to create a further fortunes secure in the knowledge that the existing wealth will be preserved. |