Capital is spread across several banks and asset managers
04 · PRACTICE AREA
04Investment oversight & treasury
SGC does not manage assets or replace a licensed investment manager. Our role is independent review, information consolidation and coordination of professional advisers in the family’s interests.
WHEN THIS HELPS
Situations families bring to us
The scope of every project is defined after a confidential discussion of objectives, assets and connected countries.
The family lacks one view of risk, fees, performance and liquidity
Proposals need objective comparison without delegating asset management to SGC
WHAT WE COORDINATE
A coordinated scope of work
- 01Definition of family objectives and an investment policy statement
- 02Independent review of proposals from banks and asset managers
- 03Analysis of allocation, risks, fees and performance
- 04Consolidated reporting across banks and portfolios
- 05Family budgeting, payment calendar and liquidity oversight
- 06Coordination of due diligence for direct investments
A coherent view of family capital, enabling decisions based on comparable information rather than fragmented provider reports.
FIRST STEP
Discuss your situation confidentially
The first conversation identifies the priority, connected workstreams and the right engagement format.