Portfolio Management

Related terms: portfolio management, asset allocation, diversification, risk management, investment strategy

What is Portfolio Management in Family Offices

Portfolio Management in Family Offices involves the strategic decision-making process regarding the allocation of investments and policies to align with the family’s financial goals. It encompasses both the art and science of balancing risk and return to achieve desired outcomes.

Key Components of Portfolio Management in Family Offices

Key components include asset allocation, risk management, performance monitoring, and rebalancing. Family Offices may also consider tax implications, estate planning, and the unique values and objectives of the family when managing the portfolio.

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