Mountains in Clouds

The Family Office Sherpa

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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


C. Implementation

Preferred Supplier Lists

Vehicle Due Diligence

Trading and Execution

D. Ongoing Maintenance

New Product Due Diligence

Downstream Impact Review