Private Client Library
Webinar Series

This webinar explores how to create a Family Wealth File — a single document that consolidates information on assets, ownership structures, banking relationships, investments, real estate, insurance, and other key components of family wealth.

We will discuss ways to organize this information, keep it up to date, and ensure it is accessible to the right people when needed.

This webinar examines the key elements of a family Investment Policy Statement (IPS), including how to define investment objectives, establish appropriate risk tolerance levels, and allocate responsibilities among family members, the family office, and external advisors.

We will also discuss how an IPS helps maintain investment discipline amid market uncertainly and supports consistent decision-making across generations.

This webinar focuses on creating a Family Continuity File — a practical document designed to help families prepare for unexpected events.

We will cover the critical information it should include, guidance for family members and trusted individuals, decision-making powers, advisor contact details, and how to ensure access to documents and finances.