Long-Term Investment Planning
A written plan that sets the direction for capital across decades and generations.
The work, in substance
Long-term planning is what turns a portfolio into a plan. It is the document that future you, your spouse, your trustees, and your children can read and follow even when you aren't in the room.
We write it carefully, in plain language, and treat it as a living document — reviewed annually, never abandoned in a drawer.
A good policy is short enough to read in fifteen minutes and specific enough to settle a disagreement. Anything longer tends to be quietly ignored when it matters most.
What you receive
How we deliver
- Step 01Articulate
Capture objectives, constraints, and the family or institutional context behind them.
- Step 02Document
Produce a concise investment policy statement covering allocation, governance, and review cadence.
- Step 03Review
Refresh the policy annually and after material life or market events.
- Step 04Hand over
Brief successors and trustees so the plan is understood before it has to be operated.
Risks we address
The non-obvious factors we explicitly plan for so they don't surface as surprises later.
Plans that aren't endorsed by the next generation rarely survive the transition.
Future commitments are mapped to liquid sleeves so capital is there when needed.
Policy is stress-tested against inflation, rates, and liquidity environments.
If a policy can't be operated by your team, it doesn't survive contact with reality.
Decision rights survive trustee changes so the plan never stalls between people.
The policy and its supporting records live where successors can actually find them.
An anonymised example
A family with capital across three generations needed one plan that everyone could read and trust. We facilitated a working session with all principals and produced a 14-page policy covering objectives, allocation, governance, and review cadence — adopted unanimously.
- Single investment policy adopted across three generations
- Annual governance calendar in place and observed
- Successor decision-makers prepared and informed
- Liability-matched reserves cover the next decade of known commitments
- Plan survived an unplanned trustee change without loss of momentum
Details altered to protect client identity
Common questions
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