Sitemap

Sign-up for Email

Support

LOCAL: +61 (0) 412 366 570

Helping families and trustees build and protect wealth for beneficiaries

Advice and Guidance for your Family and your Family Office

We build and then manage the operational plan for your wealth

Step 2

We then Formalise your use of sound, evidence based, generally accepted investment practises (GAIP) into the design and management of your investment portfolio.

Step 3

We then Implement your investment portfolio by undertakng a due dilligence process to select each service provider and investment manager.  

Step 4

Finally we Monitor ythe performance of your investments against a clear set of benchmarks in line with your stated wealth goals.

Wealth Governance, describes the process of drafting, implementing and monitoring an integrated set of policies that  form a coherent investment decision making process for you and your family.

Ask yourself !

 - How are my investment decisions made?

 - Who makes these decisions?

 - What do I believe and know about

    investment markets?

 - What are my investment "dos and don'ts"?

 - If I'm not here, who will make these decsions 

    and how will they know what to do?

 - Do I comply with trust and super law?

 - What due dillignece have I do when

    screening and selecting my expert advisers?

 - What benchmarks do I use to measure their

    performance?

Steward's Wealth Governance services can provide you with answers to all these questions and much more. using our 4 step process

Step 1

Organise you by helping you draft your Investment Policy Statement (IPS).

Your IPS is your operational plan for managing your wealth.  Your plan is used to guide both yourself, your executors and beneficiaries on how you want your assets managed to achieve your current and future goals..