Stonewood designs, implements and manages bespoke investment structures for high net worth families. The Stonewood Family Office offers you the following:
Improved Investment Processes
- By consolidating the family’s international investment portfolios, portfolio management is improved.
- Access to global investment products is improved.
- Operational efficiencies are improved.
- Investment returns are enhanced with a focus on capital preservation.
- Monthly valuation statements are provided.
- Increased transparency in investment holdings is achieved.
- Improved liquidity occurs when required through the structure.
- Investment reporting and commentary is provided on a monthly and quarterly basis.
Other Key Benefits
- Professionally managed and regulated structures with protection for the family at many levels.
- Enhanced longevity and capital protection to the Family’s assets.
- Improved estate planning.
- Enhanced continuity between generations.
- Improved succession planning.
- Allows for junior family members to become involved in the Family’s Wealth in a structured and controlled manner over time.