PURPOSEFUL
Strong fundamentals with physical,
mental and spiritual wealth
What We Do
As Chief Financial Officer (CFO) for families, we help families unearth wealth goals, set strategies, execute, monitor and adjust the plans as families and global situations change.
Families may have liquid and illiquid assets such as land and equities, which may either cause a tax burden or require solutions to create cashflow for welfare, capital growth or to pass on the legacy without causing problems for the next generations.
Some families may also see the need to create a family bank to allow the next generations to build their own wealth or create businesses that create value for the society.
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Such needs require both broad knowledge and deep expertise in specific but related fields, entrepreneurial views, global resources and tools to create and execute solutions.
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156 can help fellow families who have similar pain points navigate through the complexities to allow families to achieve the goals, which are not simply physical wealth but mental and spiritual ones as well.
Crystalize family goals
Construct strategies
and execution plan
Procure wealth
management tools
Monitor and perform
periodical adjustments
Execute mandates
Find optimal solution for properties and land,
managing tax and generating economic returns
Land Assets
156 Real Estate Solution Team
Agricultural Solution
Property Loan
for Investment
Development
Opportunities
Form an investment committee with clients to construct a mandate according to family goals and manage the investment process
Cash + Financial assets
Property loan for investment
Investment Committee
Client + 156 as CFO + Guardian Capital as CIO
Determines strategic and tactical asset allocation, investment themes
Investment Process and Platform
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​Wealth planning
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Risk Management
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Global research
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Quantitative and qualitative
analysis -
Manager sourcing
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Investment strategy
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Portfolio construction
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Investment process
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Trading
-
Technological innovation
-
Reporting
-
Governance
Why Us
Independent CFO and CIO with fully aligned interests with families to apply entrepreneurial view to portfolio allocation.
We stand on the same side and protect the best interest of families. With pooled resources, we gain preferential access to top global products from each category of asset classes and wealth solutions.
>8,000
Investment managers globally
>10,000
Strategies rated
Fixed Income
-
High Yield
-
Corp Bonds
-
IG Bonds
-
Gov Bonds
Private Markets
-
Private Equity
-
Private Credit
-
Real Estate and
-
Infrastructure
>30,000
Strategies
>3,000
Strategies rated A
>30
Global/local banks and wealth brokers
Equities (active + passive)
-
Global Equities
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Small, Mid, Large Cap
-
Low Volatility
-
Sustainable
-
Developed, Emerging, Frontier markets
Alternatives
-
Uncorrelated Assets
-
Liquid Alternatives
-
Bespoke Arrangements
Chief Family Officer (CFAM/CEO)
GC*
(CIO and portfolio
manager)
156
(CFO)
Property
Core Investment
Value Investment
Properties
Bond
Fixed Income
Insurance
Saving Account
PPLI/
Wrappers
Technology
Start Up
Structure Products
Growth
Art/Wine
* Guardian Capital is a licensed boutique asset management, business partner of 156
Who We Serve
1.
A land rich person/family who seeks land tax solution or finding the best use for the asset.
Land tax is being implemented – increasing tax rates and land appraisal value, causing unexpectedly high cash payments. A family may not wish or come to an agreeable deal to sell off the asset as different family members may have different interests.
2.
An entrepreneurial new gen who needs to manage family wealth without time and resources.
A Chief Family Officer is busy managing businesses but also wishes to diversify family wealth into financial investments. There are many banks and institutions available but their interests may not be fully aligned. Without time and resources to properly manage family wealth, the Chief Family Officer needs an independent help to navigate global investment opportunities.
3.
A family business wishes to build an investment arm without having to be responsible for significant operational investment.
A Chief Family Officer who seeks to build a family office or investment arm realizes the costs associated with proper operations – estimated to be around 1 million USD per annum to maintain the systems and top talents.
4.
An investor who may feel that he lacks abilities to manage large amount of wealth with complexities.
Although the investor understands the world of investments, he/she needs resources to navigate geopolitics, economic and financial market to create a proper investment portfolio and manage it properly on a timely basis. Accessing top managers is also costly as an individual or a single family, so a platform that makes such an access possible could help increase returns.
5.
A parent who wishes to transfer wealth to the next generation.
A parent who is worried about tax burden on the next generation when wealth is transferred and also wishes to maintain a growing family fund to take care of the members may need a solution to properly manage and transfer the wealth.
Bespoke,
because not every family is the same