For episode eight of our podcast, Kitty Tait welcomes Caspar Helmore for a discussion about our Outsourced Family Investment Office (OFIO), a service that provides families with oversight of their investment assets under a unified strategy, coordinating positions across asset classes and investment relationships.
Caspar takes Kitty through the four corners of our OFIO offering, from consolidated investment strategy and counterparty coordination to governance and manager oversight. The pair delve into how we remove the burden of asset allocation for clients and support them through periods of intergenerational transition.
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