How families manage and deploy wealth often requires navigation of many complex areas but at the core is often how investment/asset portfolios are constructed and managed holistically to meet specific objectives. From investment research to asset allocation to optimise investment portfolios, from planning how best to meet individual and family goals, the construction how assets are held and deployed effectively can be complex and challenging.
We believe that the most valuable advice and guidance materialises when un-prejudiced opinions of trusted experts can be gathered together coherently with the wisdom of experienced advisors. At Tantallon Capital Advisors, investment principals with deep experience in investing private and proprietary capital for the long term work alongside expert wealth advisors who support families in managing private capital across non-investment areas. We support individuals, families and family offices to ensure asset portfolios and investments work seamlessly with wealth goals, covering asset allocation, risk management, and research into investment alternatives.
Effective structuring of how family wealth is held promotes administrative effectiveness. We encourage families we work with to DREAM about how they want to see their wealth support their family's growth -
Define objectives through thorough diagnostics,
Review and Research existing arrangements and new options, draw on our collective
Experience to develop optimal solutions,
Advise on different options and solutions as well as best methods of execution, and
Monitor resulting processes and actions to ensure relevance to your objectives.
Our principals can support you in areas of strategic consulting around defining objectives, governance, reporting and monitoring.
Defining family objectives well at the outset, and establishing a process to keep these current and relevant, lays critical foundations to effective wealth management. What purpose private capital and wealth should be managed to meet can only be determined by the specific individuals and families.
Tantallon Private Office brings together respected experts and guides to support families considering how they might want to deploy their wealth. From ensuring governance frameworks in place can minimise conflict and disputes, reporting and monitoring best ensure objectives can be met, to encouraging enlightened leadership and dispute resolution processes which emphasise constructive outcomes, we do the groundwork securing the foundations of generational planning.
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