Chief Financial
Officer for Families
“The family wealth conductor”
A team of Chief Financial Officer (CFO) and Chief Investment Officer (CIO) to help Chief Family Officers (CFAM) and their families manage land and financial assets to serve family and member’s goals
Help families navigate through the universe of investments and wealth solutions without having to go through the burden of maintaining costly infrastructure
We work with families and HNW individuals, serving as a Chief Financial Officer (CFO), to crystalize goals and manage wealth to fulfill purposes. These include :
Wealth Preservation
and Growth
Land Optimization and
Tax Solution
Income Generation
for Welfare and Tax
Wealth Transfer
Risk Management
156 forms an investment committee with the client to make decisions, assess implementation of strategies, evaluate performance and review the portfolio. Families can maintain an independent investment arm with best-in-class team and fully aligned interests without the need to invest in expensive resources, while benefiting from preferential deals achieved through the scale of the community.
The Story of 156
The story of 156 begins with a common problem - despite having wealth, happiness was elusive. We realized that wealth management should not be a burden or a means for salespeople to make money, but rather a way for families to be involved in the decision-making process and use their hard-earned wealth to achieve their goals and strengthen family bonds.
True wealth is not just about financial success, but also includes physical, mental, and spiritual well-being. With the right people, resources, and strategies, it is possible to manage wealth in a way that allows families to live their lives to the fullest and make a positive impact on the world.
That is why we created 156, a platform for Chief Family Officers and their families to work together and share knowledge and costs as they strive for purposeful wealth.
We believe old and new ways
can be mixed harmoniously