With this email series, my goal is to offer you comprehensive guidance on starting the drafting process for your Investment Policy Statement.

Rather than take a prescriptive approach , I believe the Socratic method yields the best results. Thus, I challenge you to answer the following questions.  Let's start from Section One of the Framework:

MISSION AND GOALS

1. How is/was the wealth created? A preamble can serve as a valuable tool to provide background information about the investor and/or the origin of wealth, setting the stage for the implementation of an investment program within its appropriate context
2. Who is the investor(s)?
3. Who are the beneficiaries?
4. What assets are to be governed by this IPS?
5. Does the family have a formal, agreed-upon mission? This is the place where the investor(s) state their "why", the legacy they want to create
6. What are the values of the investor(s)/family?
7. What is the investor/family qualitative investment goal? (Examples: To sustain the investor(s)/family lifestyle, to fund retirement, to sustain current and future generations needs, to sustain specific charities etc.)
8. Do all family members understand and support the mission and goals?

By addressing these inquiries thoughtfully, you'll pave the way for a robust and meaningful Investment Policy Statement that reflects your unique circumstances and aspirations.

Should you have any questions or require further assistance as you navigate this process, please don't hesitate to reach out. You can also book a free 1:1 coaching session at the link below. I'm here to support you every step of the way.

Warm regards,

Elisabetta