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Family Offices

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Beanstalk has built a heritage of managing the wealth of family offices. A broad selection of portfolios providing diverse solutions for a varying range of risk tolerances can be seen on 'Our Portfolios' tab.

 

Benchmark unaware, absolute return and alternative strategies underline the cultural importance of capital preservation within the organisation. The relevant portfolios in this regard have demonstrated the benefits of active asset allocation over time.

 

Alternatively, high conviction pure equity portfolios provide a solution for those family offices wishing to undertake their own asset allocation, thereby assuming a larger role in risk management.  For these portfolios we aim to generate outstanding pre-tax returns. For all portfolios, we also undertake considerable work to generate efficient post-tax returns.

How to Invest

Family Offices wishing to use the Beanstalk portfolio strategies are able to do so through:

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  • A platform based Separately Managed Account, or

 

  •  An investment management agreement

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For a private and confidential discussion about Beanstalk's portfolios, alternative solutions and our work with family offices reach out to us using the form below and we will be in touch .

We look forward to hearing from you

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Investment Management Since 2004

ABN 49 111 957 807    AFSL 285 643

Past performance is no guarantee of future performance. This material contains general information only and does not constitute advice. In gathering this information no consideration has been given to an individual person’s or entity’s financial requirements, goals or position. This information is not intended for a retail client as defined by section 761G of the Corporations Act 2001 (Cth).

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