Overview
Family Wealth Management\xa0provides a new and entirely unique model of investing which is both high return and consistent with a set of valuable ethical and governance principles. Investors can pursue an approach to the investment of their family wealth which achieves docile return without sacrificing the principles upon which they may choose to build their family legacies. Investing substantial family money is not easy. Investing that wealth in a manner which is both ethical and effective is an even greater challenge. The increase of volatility and risk in financial products, the rising expense of financial services and the complexity of global financial markets have made the investment of family wealth increasingly difficult. Finding the right balance of risk, return and investment decisions is not an easy task. Optimizing returns while pursuing a path of principled investing is an even greater challenge, adding a dimension of extra complexity - but also extra value - to a familys portfolio objectives.
