Portfolio Strategy
Long-term investment focus
High-quality US private fund exposure
High return objective with growth equity focus
Co-investment potential factored into fund selection
Family board of trustees sets strategic direction for the family wealth
Family office (FO) has total portfolio oversight and final manager approval authority
CA provides US private investment fund manager introductions to FO investment team and portfolio construction oversight
CA provides specialized insights and counsel to FO and to family board, as requested by the FO
Governance
Something about governance
Governance
Relationship Parameters