Planning and maintenance of key structures go a long way toward ensuring cohesiveness among all parties and success in achieving investment objectives.

Whereas an Individual’s Investment Policy Statement details their investment goals, objectives, and strategy; institutional investors typically have more extensive directives which appear in formation documents and investment policy. Whereas strategic asset management from the perspective of an institution or family investment office involves the same considerations as asset management for individuals, an added focus on certain steps in the wealth management process related to planning, education and governance will minimize conflicts and ensure cohesiveness between family members and other stakeholders; ensuring that everybody is on board.

ISC recognizes that the operational risk of an investment office is directly affected by its governance framework. We work with newly formed and established investment institutions of all sizes to create and implement a robust governance system including not just investment policy, but also crucial planning steps which provide for clear lines of accountability, authority and decision making. Let us help you set your operations up properly on the front end; ensuring cohesiveness and “buy in” for everybody.