Investment Policy & Governance
Development of investment objectives, decision-making frameworks, allocation parameters and risk limits.
Family Offices
One relationship across the family’s financial world
Family wealth is rarely contained within a single portfolio. It may include operating businesses, listed securities, property, private investments, trusts, holding companies, currencies and strategic interests across several jurisdictions. Carro helps family offices and private clients bring greater structure and visibility to this complexity.
Services
Family-office services
Strategic Asset Allocation
Portfolio structuring across public, private, liquid and illiquid investments.
Manager & Opportunity Selection
Assessment of external managers, funds, direct investments and specialised opportunities.
Direct Investment Access
Access to selected IPO, pre-IPO, private-market and strategic investment opportunities, subject to suitability and availability.
Liquidity Planning
Coordination of near-term capital requirements with longer-duration investments.
Portfolio Consolidation
A clearer view of investments held across managers, custodians, entities and jurisdictions.
Risk & Concentration Analysis
Identification of excessive exposure to individual companies, industries, currencies, geographies or investment strategies.
Performance Reporting
Regular reporting on allocation, performance, liquidity and material portfolio developments.
Next-Generation Engagement
Educational and reporting support designed to help future family leaders understand the purpose and structure of the family’s investments.
Institutional Coordination
Collaboration with the family’s legal, tax, accounting, trust and corporate advisers.
Carro does not provide legal or tax advice unless specifically authorised and qualified to do so.
Who We Serve
Built for complex, multi-jurisdictional wealth
- Single-family offices
- Multi-family offices
- Entrepreneurs
- Founders following a liquidity event
- Business-owning families
- Senior executives
- Private investors
- Trustees and investment committees
- International families with multi-jurisdictional assets