Multi-Family Office: Coordinating Across Branches
A multi-family office serving 4 family branches with $150M in combined assets sought to unify investment philosophy while respecting individual preferences and maintaining operational independence.
The Challenge
The multi-family office struggled with inconsistent investment approaches across branches, leading to duplicated efforts, conflicting strategies, and difficulty attracting institutional partners. Each branch had different risk tolerances and investment preferences, making unified strategy development difficult.
Implementation Timeline
Month 1-2: Stakeholder Alignment
- •Individual meetings with each branch leadership
- •Assessment of current investment approaches
- •Identification of common goals and differences
- •Development of unified framework proposal
Month 2-3: Framework Development
- •Creation of modular investment framework
- •Development of branch-specific customizations
- •Establishment of governance structure
- •Documentation of decision-making processes
Month 4-6: Implementation
- •Execution of unified core holdings
- •Branch-specific allocation adjustments
- •Integration of existing positions
- •Establishment of reporting systems
Month 6-12: Optimization
- •Quarterly coordination meetings
- •Performance monitoring across branches
- •Rebalancing and optimization
- •Continuous refinement
Key Metrics
| Metric | Before | After | Improvement |
|---|---|---|---|
| Volatility (Average) | 16% | 12% | 25% reduction |
| Coordination Meetings | 12/year | 4/year | 67% reduction |
| Strategy Conflicts | Frequent | None | 100% resolution |
| Reporting Time | 40 hours/quarter | 8 hours/quarter | 80% reduction |
| Member Satisfaction | 6.2/10 | 9.1/10 | +47% |
Outcomes
The unified framework reduced volatility by 20-25% across all branches while eliminating internal conflicts about investment philosophy. The modular approach allowed each branch to maintain independence while benefiting from coordinated strategy and shared resources. Reporting efficiency improved dramatically, freeing up time for strategic discussions.
"Kairross gave us a shared language. Now all four family branches operate with consistent discipline. We've eliminated the confusion and conflict that plagued us for years."
Member Testimonial