- What is the investment objective, and what is the time horizon for achieving it?
- What is the risk tolerance of the trust or family office?
- What is the desired return, and what is the asset allocation required to achieve it?
- What are the investment restrictions, such as asset class limitations, ethical constraints, or legal restrictions?
- What is the process for selecting and monitoring investment managers?
- How often will the investment portfolio be reviewed and evaluated?
- What is the process for making changes to the investment strategy?
New
The Tangible Lessons of Money: Why Kids Should Start with Physical Cash Before Going Digital
In an era where digital transactions and virtual currencies dominate the financial landscape, the value of understanding physical money should not be underestimated, especially for children. The transition from earning, saving, and spending physical cash before delving into more modern financial methods offers a wealth of indispensable lessons that build
July 22, 2023
No Comments
