A family investment committee charter, developed with a family investment policy, establishes a process that leads to better investment outcomes.
Executive Chairman, FINH
A structured process for investment decision-making demonstrates to the Next Generation the rigor with which investment decisions are made, helps in the education of current and future generations, and, critically, assesses the wisdom of how family capital is currently invested and if it aligns with future family needs.
Want to talk about it? phone +61 7 3229 7333 or email