Establishing a formal investment committee is crucial for strategic investment oversight and decision-making in the complex landscape of family office management. Given the unique challenges and ...
An effective investment governance process aligns an institution’s ability and willingness to make investment decisions with the long-term needs of its portfolio. The governance process itself can be ...
Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...
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