Time horizons
Defining a horizon connects each use of capital with a purpose. Resources for immediate needs require different criteria from capital committed to generational projects; decisions should keep that distinction visible.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Investment strategy
Aligning capital, time and responsibility.
DISCIPLINE · DISCRETION · CONTINUITY
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The framework connects family objectives with the ability to bear risk and illiquidity. Decisions are considered across the whole estate, taking diversification, costs and adverse scenarios into account without promising outcomes.
Areas of attention
- Time horizons
- Concentration and diversification
- Assessment criteria
Concentration and diversification
Diversification becomes clearer through underlying economic factors. Investments that appear different may depend on the same sector, currency or financing conditions.
Assessment criteria
An informed choice makes assumptions, costs and reasons for reconsideration explicit. Comparing alternatives consistently helps assess how each contributes to the balance of total family wealth.
Understand. Decide. Steward.
A decision has meaning when it reflects its family context. The approach begins with a complete picture and makes objectives, responsibilities and time horizons explicit.
PERCY & CO.
Questions that shape decisions
01Which objectives call for patient capital?
02Which exposures overlap?
03Which events would prompt a review?