Contrary to most family office, we
manage assets using both internal and external expertise. We believe
that it is important that internal portfolio managers do more than just
select and monitor external managers. Assets are managed based on our
philosophy, external managers are used to complement our expertise, expand
our perspective and provide unique capabilities that can be used to have a
positive impact on our clients' portfolios.
In addition and if need be, we also work with
accountants and planners in order to ensure that assets are managed in
such a way as to meet their particular needs, constraints and expectations.