Multi Family Office
INPact’s Suite of Services
- Long-term asset allocation plan
- Personalized family investment policy statement
- Portfolio monitoring & review of external wealth managers against benchmarks
- Portfolio risk analysis & mitigation strategies
- Comprehensive reporting through regular family office meetings
- Advice on rebalancing of Asset Allocation based on macroeconomic shifts
- Family personalized investment policy statement
- Assistance in selection of wealth and fund managers
- Offshore Investment and Cost optimization
- Assisting family in estate planning, trust & governance issues
- Advice on tax planning and tax optimization in consultation with clients’ tax experts or external partners
- Advice on investment banking and real estate through external partners
Inpact's Client Advisory Framework
Read the framework diagram as text
- The client's family works with INPact Wealth Advisors and with its own internal and external team.
- INPact Wealth Advisors advises the family and its internal and external team.
- On the client's instructions, investments are carried out on execution platforms given to the client (execution platform 1 and execution platform 2).
- Assets are held in the client's own name with their chosen DP, broker or custodian.
- INPact reviews and monitors the assets, and provides consolidated reporting.
- The role of INPact is purely advisory, with no access to or control of the client's assets or decision making.