I) Organising Wealth
- A) SAA = Strategic Asset Allocation
- B) TAA = Tactical Asset Allocation
- C) Manager Selection
II) WEALTH COMPLIANCE
- A) Financial Accounting
- B) Performance Reporting
- C) Wealth Controlling
III) Family Issues
- A) Family Strategy incl. Next
Generation, Philanthropy, etc.
- B) Family Organisation incl. Tax & Legal
- C) Concierge Services
All of the nine tasks can be adressed in a simple or a complex way, combined or separately. You can work them yourself or use specialists.
Even if you do not analize these topics at all, you will answer them implicitly. But you will never know, if you picked the best solution.