Our Packages
Choose the level of engagement
Three tiers of analytical and strategic support, from structured periodic coverage to a fully integrated advisory relationship built around your governance cycle.
Focused
For family offices that want structured analytical coverage without a standing engagement. Periodic views across equities, fixed income and risk, ready for committee review.
On Request
What you get:
Equity selection across stocks and sectors, with equity risk premium analysis
Fixed income views across duration and credit
State of the Market risk diagnostics: Turbulence Index and GSY-LPPLS
Periodic model-driven updates and analytical context
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Integrated
For family offices that want the analytical layer plus scheduled strategic dialogue. Full coverage with bi-annual review meetings built around the governance calendar.
On Request
What's Included:
Everything in Focused
Bi-annual strategic meetings: positioning and market conditions reviewed with the team
Quarterly and annual investment wrap-ups
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Contextual
For family offices that want continuous oversight with governance-grade documentation. Portfolio-level monitoring, quarterly meetings and priority access when conditions shift.
On Request
What you get:
Everything in Integrated
Ongoing portfolio oversight: continuous monitoring and positioning review
Quarterly strategic meetings
Priority updates for fast-moving or high-stress market conditions
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Market Insights
Selected research notes on macro regimes, risk dynamics, and portfolio implications across market cycles.
