As Emotional Assets are increasingly recognised as a powerful and effective risk reduction and asset diversification strategy, Family Offices will be called on to devise and implement strategies around these assets. Furthermore, as the aggregate value of these Emotional Assets on wealthy families’ balance sheets has grown so much in recent years, they now represent a significant portion of the family’s overall net worth.
Since the ultimate goal of a Family Office is to pass down the financial and emotional heritage of the family to the next generation, they can therefore invest with a very long term outlook.
EAMR’s team of professionals, with direct experience in the Family Office arena, can help Family Offices and their advisors in the following areas :
- Asset Allocation Strategies and Emotional Assets
- Portfolio Optimisation and Emotional Assets
- Emotional Assets as effective Capital Assets and Working Assets
- Ultimate liquidation and disposition of Emotional Asset holdings
- Emotional Assets and Estate Planning Issues
- Appraisal and Valuation of Emotional Asset holdings
- Emotional Assets as collateral for loans
- Emotional Assets and Family Legacy
- Emotional Assets and Charitable Giving
To find out more about our Private Family Office Strategies, please contact us at:
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