How Family Office Advisors Adds Value

We are responsible for efficiently integrating all wealth-related professional services.  This interdisciplinary approach assures that all of the family’s professionals are on the same page.  FAMILY OFFICE ADVISORS thus relieves the family of burdensome administrative details.

We consider asset allocation and prudent portfolio rebalancing to be one of our major value-adding functions. “Asset allocation typically accounts for more than 90 percent of total risk”, said Nobel Prize winner William F. Sharpe in a recent article in the Financial Analyst’s Journal.

FAMILY OFFICE ADVISORS provides customized strategies/solutions for each family. We use our judgment plus a mathematical approach to quantify asset allocation. Our goal is to control risk by determining an efficient, optimum portfolio. We evaluate the relationship of each asset to each other asset and their expected rates of return and volatility characteristics. We plot the portfolio on a graph to determine the most efficient rate of return for the risk assumed. The resulting graph sets forth all efficient combinations of assets to either improve return or decrease risk or both.

• We conduct rigorous analysis of portfolio managers' investment philosophy, experience, and performance to select the most qualified,  tax-conscious managers. We measure their performance in absolute terms, compared to relevant benchmark indices, and to peer managers investing in the same asset classes. We also assess a number of more subjective measures for developments affecting performance to assure that all managers stay on track.

FAMILY OFFICE ADVISORS educates families about the responsibilities of wealth ownership. Often younger family members need objective, independent mentoring.

We generate cost savings for families who share our family office team.