Family Office Investment Strategy

Forward-thinking families

The combination of regulatory freedom, intergenerational horizons and pro-innovation attitudes can be a recipe for powerful investment results. One size definitely does not fit all, with investment decisions often sitting in a broader constellation of considerations relating to tax management, vehicle structuring, the activities of family-owned corporation(s), and ethical or philanthropic priorities.

We have worked with family offices to forge new paths in their investment portfolios, such as investing with environmental/social impact, exploring esoteric/new investment strategies and uncovering unfamiliar/emerging managers.

Supporting family offices’ needs

While bfinance has grown, we seek to provide family offices with the ‘best of both worlds’: the client-focus and innovation of a ‘small’ independently-owned firm, combined with the influence and perspective of a global institutional player. We aim to be there as and when you need us: the majority of family office clients use us for targeted support on a project basis (e.g. 8-12 weeks); long-term support is available where appropriate.

The most popular service for our family office clients has been manager research and selection: here, the bfinance process has helped these clients to research strategies, acquire market knowledge and uncover a broad range of solutions. Other key services for family offices include strategic portfolio design / strategic asset allocation, fee reviews, risk analytics, ESG advisory and operational due diligence.

Latest case studies

Strategic Asset Allocation, Global

A UK-based family office engaged bfinance to assist in defining a Strategic Asset Allocation (SAA)...

Strategic Asset Allocation

In early 2023, an Italian family office engaged with bfinance to create a Strategic Asset...

Strategic Asset Allocation and Whole-portfolio Design Review

The trustees of a Middle Eastern family office enlisted bfinance’s help to review the internal...

Risk Management Framework

This Middle Eastern family office engaged bfinance to design an inaugural risk-management...

Recent testimonials

What our clients say

The people at bfinance have an excellent overview of the market.

Insurer, Europe

The good thing about bfinance is that they do not have a preference. They will find the best manager for you. It is an unbiased recommendation.

Charity, North America

They were able to adapt their approach as we firmed up our requirements, and supported us all the way through the process. The final report has already proven invaluable as we review our strategic approach.

Pension Fund, UK

Recent insights