Family Offices Stats
Quote from Bernhard Steege
Albourne acknowledges that Family Offices are as wide and varied in source,
size, structure and strategy as the individuals whose money is managed.
Bernhard Steege, Portfolio Analyst & Partner
How Albourne can Help
How Albourne Can Help – Common Issues & Our Solutions
Albourne’s Family Office clients are offered the support and flexibility they need, in addition to the benefits of initiatives such as the Aggregate Consultant Discounts (to the extent such clients are eligible for such discounts). Albourne provides support to Family Office clients when conducting manager selection, in addition to providing IDD, ODD, Risk Reports, Advisory and general research.
Lean
StaffingTransparent and opinionated Investment Due Diligence, disciplined and consistent Operational Due Diligence, plus sophisticated and customized Quantitative Due Diligence are delivered by some of the largest teams in alternatives. A dedicated client team adds intellectual and logistical support.
D&I
ConsiderationsAlbourne launched a publicly available Diversity & Inclusion Questionnaire in 2020 with AIMA. Our efforts to provide transparency and standardization continue with a team focused on D&I.
Sustainable
InvestingSustainable Investing is viewed at industry, portfolio and fund levels, supporting a wide range of client approaches.
Budget
ConstraintsAlbourne offers competitive fixed fee services which are available to clients, regardless of assets under management or investor type.
Limited
Bargaining PowerSome Albourne clients may be eligible to receive Aggregate Consultants Discounts.
Generalist
StaffMany smaller clients do not have the bandwidth to monitor the funds they would like to access - Albourne’s services act as a “time share” on our global investment talent.
Access
to LaunchesAlbourne can help Family Offices invest in desirable funds alongside their larger peers, with the added benefit of Albourne Consultant Discounts where available.
Complex
PortfoliosAlbourne’s proprietary online tools have been built based on years of experience. Having advised on portfolios since 1994, these tools have been designed to manage the complexity and idiosyncratic nature of alternative investments.
Private Markets (“PM”)
Data ManagementThe collective power of MoatSpace (a manager portal), a dedicated Private Markets Quantitative Due Diligence Team and proprietary tools can help enable clients to stay on top of PM data.
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[1] This is a conservative aggregation of the estimated investments in
alternatives (where known) of Albourne Group clients worldwide, using public sources where
possible.
