- Family businesses need to cope with the complex challenges that arise in an ever-changing business environment. Everything from market volatility to policy changes can make the sustainability of a family business more difficult. Retaining a sufficiently secure, dividend-paying and liquid portfolio is a stabilizer for the family business and its members in the face of future uncertainties, and can act as a damper to keep the family business building standing in the face of stormy weather.
- Through our past experience in serving a large number of family businesses/single family offices/members of family businesses, we have extracted several solutions to adapt secondary allocations to family businesses, and have realized the diversification goals for our clients through actual cases and performance.
Family Heritage Dividend Allocation
While the rise and fall of a family business can be brought about by a variety of reasons, the financial security of family members cannot withstand great volatility. A secondary allocation designed for family members that can be learned and controlled can fully cover all daily expenses and achieve wealth freedom by providing family members with a defined annual cash dividend through the Yale Classic Dividend Payout Ratio. At the same time, the secondary allocation has a significantly higher yield than low volatility options such as bank deposits, which can provide dividends while also accumulating significant wealth appreciation over time.
Single Family Office Enhanced Configuration
A family office needs to serve a wide range of family needs, each of which drives up the annual operating costs of the family office. By outsourcing a portion of the assets to our investment team with longer market experience and more comprehensive market coverage, clients can save costs and achieve better results.
Specific Targeted Allocations
Clients have unique perceptions of how the world is evolving, and these perceptions need to be translated into financial instruments that are financially sound and more affordable in order to express their views. By communicating and discussing with our investment team, which has full asset coverage, clients are able to develop their own specific investment solutions to express their views on the world, so that the financial portfolio can serve their thinking.
Based on 20 years of experience in asset allocation in China, we are able to identify new asset opportunities in each cycle, and through market-wide coverage and proven investment methodologies, we are able to help us select outstanding managers, and ultimately, through years of polished co-decision-making systematic services, we are able to provide our clients with professional assistance to realize more controlled portfolios.
- The most suitable portfolio solution for with-profits allocations, which has been validated through past performance
- Coverage of all asset classes in the market and accumulation of 1000+ managers over time to ensure that market opportunities are visible to clients
- Investor-friendly and inter-venue investment framework and methodology, allowing clients to make investment decisions more effectively.
- Transparent weekly to monthly data support and analytical reports help clients to better control their portfolios.
Based on 20 years of experience in asset allocation in China, we are able to identify new asset opportunities in each cycle, and through market-wide coverage and proven investment methodologies, we are able to help us select outstanding managers, and ultimately, through years of polished co-decision-making systematic services, we are able to provide our clients with professional assistance to realize more controlled portfolios.
- The most suitable portfolio solution for with-profits allocations, which has been validated through past performance
- Coverage of all asset classes in the market and accumulation of 1000+ managers over time to ensure that market opportunities are visible to clients
- Investor-friendly and inter-venue investment framework and methodology, allowing clients to make investment decisions more effectively.
- Transparent weekly to monthly data support and analytical reports help clients to better control their portfolios.
