Investment Decision Making Toolkit: (qp) builds a family office and then serves as the engine that powers it. This is a fundamentally different relationship than wiring out your wealth to an RIA/MFO. As your SFO investment team, our duty is to objectively select and propose investments and then empower and educate the families as the ultimate decision maker.
For each recommended investment we provide the following tools to help the families wield this authority optimally:
·
Family Specific Purpose: (qp) provides each family with how the specific investment
fits their purpose-based framework across multiple dimensions.
·
Detailed Investment Decision
Memo: A 10-30-page memo (depending on investment complexity) that breaks
out the four Ps that define our investment process: Purpose, Philosophy,
People, Process.
·
Two Page Tear Sheet: A compact version of the full memo.
·
Access to Full Backup
Documentation/Diligence: Access upon
request to all the documents and work that
went into the recommendation.
·
In-depth Discussion: Within a family’s custom decision-making framework, whether that
is an in-person investment committee meeting presentation or ad-hoc single
point of contact phone calls.
·
Investment Terms Negotiation: Families enjoy the joint scale and heft of (qp)’s size when
we negotiate fund terms for our families, while investing directly into the
opportunities with none of the negatives that come with feeders or comingled
access.
·
Execution: Once approved, the (qp) team leads the execution of the
investment, including filling out subscription docs and facilitating funding.
·
Documentation: All investment documentation is organized and retained by (qp) on
behalf of each family.