The Family Office Sherpa
The Hall Road process centres around optimal portfolio infrastructure and maximising returns by aligning risk strategy to investment strategy.
Using our unique expertise, we guide private office investment teams transition to infrastructure the is cost effective, independent and fit for purpose.
A. Portfolio Review
Full Asset Map
Investment Policy Match
Reporting and Data
B. Operational Review
Wealth Manager/Platform
Asset Managers
Technology
C. Implementation
Preferred Supplier Lists
Vehicle Due Diligence
Trading and Execution
D. Ongoing Maintenance
New Product Due Diligence
Downstream Impact Review
Education
