Family Office Investment Strategy Planner

Strategic Pillars (Select all relevant):

Investment Policy Statement (IPS) Review & Refinement

Strategic Asset Allocation (SAA) & Tactical Adjustments (TAA)

Robust Risk Management Framework Implementation

Enhanced Due Diligence & Manager Selection Processes

Technology & Data Analytics Integration for Decision Making

Governance, Communication & Next-Generation Engagement Strategies

ESG (Environmental, Social, Governance) & Impact Investing Integration

Performance Monitoring, Reporting & Benchmarking Enhancements

Actionable Steps (Select all relevant):

Conduct Comprehensive Strategic Review (e.g., mid-year, annual)

Perform Scenario Analysis & Portfolio Stress Testing

Deep Dive into Alternative Investments (Private Equity, Credit, Real Assets)

Explore & Evaluate Thematic Investment Opportunities (e.g., AI, Decarbonization)

Develop/Enhance Next-Generation Involvement Programs

Review and Upgrade Technology Stack & Cybersecurity Measures

Foster Continuous Learning & Market Agility within the Office

Engage External Expertise for Specialized Areas as Needed

Define Your Core Objectives