What is asset allocation and why does it matter?
What is Asset Allocation? Asset allocation describes how the funds in a portfolio are distributed among different asset classes such as equities, bonds, real estate, commodities, private equity and private debt. Those involve different levels of risk and return and play very different roles within a diversified portfolio. The weighting of each asset must meet […]
The audit or patrimonial diagnosis as a key tool of the patrimonial planning.
Just as we go to the doctor periodically to make a complete check-up of our health, the audit or diagnosis allows us to know the state of health of our patrimony. It is one of the most attractive tools of the Multi Family Office. To learn more about this topic, we spoke with Maxime Berthet, […]
