Simplifying Family Investment Portfolios

Published on July 10, 2023

For families of significant wealth, complexity is a natural byproduct of a well-managed portfolio. A dynamic portfolio can help address a number of investment challenges that families of wealth face, including varying multigenerational preferences, unique tax considerations, domicile requirements, and specific beneficiary needs. Yet there is also such a thing as overcomplexity, which can waste time, cause confusion, decrease potential returns, and increase risk. This paper reviews three indicators of an overly complex portfolio and discusses best practices for addressing them. Meeting multiple needs while protecting against overcomplication can help families maintain a prudent investment strategy and remain on track to accomplish their long-term investment objectives.

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