FAMILY OFFICE ADVISORY
Coordinate capital across generations, entities and asset classes.
LIAM helps family offices bring greater structure to complex wealth by integrating public markets, private investments, alternatives, liquidity planning and long-term family objectives within one investment framework.
AREAS OF SUPPORT
A whole-portfolio framework for family capital.
Strategic Asset Allocation
Long-term portfolio structure aligned with the family’s objectives, liquidity needs and risk tolerance.
Consolidated Portfolio Review
Review of public, private and other investment exposures across multiple accounts, entities and managers.
Private-Market Evaluation
Assessment of private equity, private credit, real assets and direct investment opportunities.
Manager Selection & Oversight
Research and ongoing review of external managers, funds and investment mandates.
Liquidity Planning
Coordination of cash needs, distributions, taxes, capital calls and future investment commitments.
Risk & Concentration Analysis
Assessment of concentrated business, sector, geographic and investment exposures across the total family balance sheet.
Digital-Asset Policy
Frameworks for evaluating digital-asset exposure, custody, governance and portfolio suitability.
nvestment Governance
Clear decision rights, approval processes, reporting standards and portfolio oversight.
Next-Generation Investment Education
Support for younger family members building investment knowledge, governance awareness and long-term stewardship capabilities.
WHOLE-PORTFOLIO PERSPECTIVE
The portfolio is larger than the brokerage account.
Family wealth may include operating businesses, real estate, private funds, direct investments, public securities, liquidity reserves and digital assets. LIAM seeks to understand the family’s total economic exposure before making portfolio recommendations.
FAMILY CAPITAL IN CONTEXT
Create one view of the family’s capital.
A coordinated investment framework can help families improve diversification, liquidity planning, governance and long-term decision-making across generations and entities.