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THE STRUCTURE


Clear lines of responsibility are delineated prior to the launch of the fund, allowing the individual or family to determine their own level of involvement. Appointment of the family as co-signatories to the Fund’s bank account results in an increased level of control and comfort.


platform can provide a high level of anonymity and confidentiality to the end investor. Investments into the funds can be made by trusts of any type, corporate vehicles, via a private bank or directly as an individual.


Neutrality: The fund platform must be a neutral counterparty. They will not conduct research or construct investment portfolios on their own. Nor do they not make investment decisions without the input, recommendations and or instructions from either their client families and or their advisors. In this way, they avoid conflicts of interest and offer a complementary service for their clients and/or their advisors. They


understand that the fund they operate is an expression of the end investor’s investment strategy and that their job is to execute the fund in a manner that reflects their role as the conduit to implement those investment decisions. As such they should offer an effective and transparent solution that allows the individual or family to maintain a high degree of control over their investments. Their offering does not compete with private banks and advisors rather it complements their skill set and allows them to offer their end clients a high value-added service. Individuals or families can still benefit from the valuable advice provided by trusted advisors but maintain ultimate control over their assets.


 FAMILY OFFICE: THE FUTURE 41


THE STRUCTURE


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