Investment direction
Establish a long-term investment philosophy and allocation framework that reflects spending needs, future commitments and family priorities.
FOR FAMILIES & FAMILY OFFICES
Your family’s wealth.
Considered as a whole.
Investment advice should account for the businesses you own, the commitments you have made and the life you want to lead.
Support where the decisions
become more complex.
WGP can act as an investment adviser or provide outsourced chief investment officer support, with responsibilities agreed around your needs.
Risk and liquidity oversight
Understand concentration, leverage, currency and geographic exposures, correlations and the availability of capital when it is needed.
Investment and manager review
Consider managers, funds and direct opportunities within the broader portfolio. Examine the evidence, terms, risks and information still needed.
Family investment dialogue
Bring portfolio performance, new ideas and outstanding decisions into regular conversations with the family and its advisers.
A PRACTICAL FIRST CONVERSATION
What has changed
for your family?
A business sale. New commitments. A generational transition. Or simply the need to see how everything fits together.
We begin by understanding the situation and the decisions in front of you. If WGP can help, we agree the work, fees and responsibilities before an engagement begins.
Use our family review guideBEGIN WITH WHAT MATTERS
A conversation about your family. A clearer view of what comes next.
Tell us what is changing, what concerns you, and what you want your wealth to make possible.
Start a conversation