Investment Consulting
Many families or Not-For-Profit groups simply need support from specialists to review, provide oversight, challenge investment portfolios or solutions being managed by the family or organisation directly, or by other advisors.
Stanford Brown Private Office brings this expertise to clients with world leading portfolio analytics technology, market data insights, private market asset portals and the deep knowledge and experience of our investment committee.
This can be in the form of reviewing external advisor(s)’ performance. being a member of an investment committee, supporting the family in the dissemination of ideas, portfolio construction, or consolidation of investments.