1. Structuring optimisation (custody, service agreements, tax)
2. Coordination, DD and origination of co-investments
2.1. Private deals
2.2. Real estate
3. Multi-disciplinary
3.1. Three areas of focus with overlapping activity and expertise
3.1.1. Investment Arm (conserving & growing wealth)
3.1.1.1. Broad portfolio (Outsourced wealth management solutions with indepedent oversight & monitoring)
3.1.1.1.1. Supported via indepedent or PB advisory and/or discretionary
3.1.1.1.2. Fund allocations via wealth management or direct
3.1.1.2. Targeted Portfolio (Select high conviction investments)
3.1.1.2.1. Opportunistic
3.1.1.2.2. Thematic
3.1.1.3. Family investment coordination (non-traditional investment service)
3.1.1.3.1. Entrepreneurial arm investments
3.1.1.3.2. Non-traditional asset classes (e.g collectibles, wine, art)
3.1.1.3.3. Balance sheet optimisation (Debt optimastion, fund raising, FX / rates exposures)
3.1.2. Entrepreneurial Arm (seeding wealth)
3.1.2.1. Venture builder
3.1.2.2. Venture & fund Incubator
3.1.2.3. One off projects
3.1.2.4. Real estate development
3.1.3. Community Arm (Fostering values, network and passion)
3.1.3.1. Talent incubation / sponsorship
3.1.3.1.1. Types of support
3.1.3.1.2. Types of talents
3.1.3.1.3. Key benefits
3.1.3.2. Non-investment focused activity (cultivating brand, network and driven by passion)
3.1.3.2.1. Pshycadelic retreats
3.1.3.2.2. Formalised gatherings (dinner / drinks)
3.1.3.2.3. Charitable iniatives
3.1.4. Ancillary Services
3.1.4.1. To the extent it makes sense to centralise / aggregate existing family member service relationship
3.1.4.1.1. Legal, tax, accounting, admin
3.2. Clear governance framework
3.2.1. highest reputational risk when raising external capital or associating family name with talents or projects
3.2.1.1. New ventures / project funding model
3.2.1.1.1. Indepedent (if not family funded then no association )
3.2.1.1.2. Family co-invested
3.2.1.1.3. Family seeded (transparent association at introductions)
3.2.1.1.4. Family owned
3.2.2. Separate entity "co-work" space supporting. Could potentially JV with
3.2.2.1. Talent incubation and entrepreneurial activity enables access ideas and cheap competence
3.2.2.2. Fund incubation enables idea generation and potential lower risk access to external capital