Risk Profiler | The Family Office

Risk assessment and mitigation are key to a successful investment strategy

Every family and every investor have different needs. We don’t believe in one-size-fits-all investment strategies. We tailor each and every financial solution we offer to fit our client perfectly.
Assess your risk profile based on your risk tolerance and your risk capacity.

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Where do you see yourself with regards to taking investment risks?

How often do you buy or sell investments?

How would you react to financial losses?

Are you willing to put a significant part of your wealth in high risk investment?

How often would you like to oversee your portfolio?

Would you risk losing some money for the chance to gain?

Frequently Asked Questions

Still have questions? Visit our FAQs page.

The Family Office provides clients superior access to world-class managers like BlackRock, Goldman Sachs and the Carlyle Group, offering top-tier alternative investment opportunities.

If your questions weren't addressed, don't hesitate to contact our team of experts.

Learn more about wealth management

Market Insights - 3 min

Rethinking 60:40: Strategies for a Changing Market

Investors are navigating a complex environment where traditional portfolio strategies may no longer offer the stability they once did. Rising interest rates, persistent inflation concerns, and growing market volatility have sparked a reevaluation of long-standing assumptions, most notably, the reliability of the classic 60:40 approach. In light of these uncertainties, it is prudent to consider new avenues for growth and diversification.

Feb 26, 2025

Market Insights - 3 min

Market at a Crossroads: Exercising Caution Amid Optimism

The past two years have seen impressive stock market growth, with the S&P 500 posting annual gains of 24% and 23%, respectively.^[1] The last time the market showed similar performance was in the mid-1990s, when the index experienced five straight years of growth exceeding 20% per year.^[2]At first glance, these returns might suggest that investing in a broad market index is a simple way to build wealth. However, history shows that long periods of strong performance are often followed by stretches of stagnation or volatility, making a cautious approach worthwhile.