Service Offering
Global Investment Strategy and Management
ARR Family Office offers an unbiased approach for overseeing and
evaluating the investment professionals selected by the client, to ensure
that such professionals satisfy their contractual obligations and regulatory
responsibilities toward the client, such as selecting only suitable
securities and structuring investment portfolios on a global basis
to reach the client's diversification goals.
ARR Family Office encourages each client to discuss with its invest-
ment professionals and fiduciaries several key factors for ensuring
a well-executed investment management implementation.
These factors may include, among others:
- Due diligence, selection and monitoring of Money Managers,
Alternative Investments, Real Estate, Insurance Investments,
Investment Management accounts, Securities etc. - Asset Allocation
- Account aggregation
- Access and integration of non-traditional strategies
- On-time strategy reviews and re-balancing/re-allocation
- Accurate, detailed reporting and recordkeeping
- Negotiation of custody and fee arrangements with 3rd party providers
- Effective handling of 144, 145 restricted stocks
- Coordinating with outside Insurance advisors for Variable Insurance contracts
- Trustee, Co-trustee or agent for Trusts
- Management of concentrated equity
- Analyses of executive benefits and equity options strategies for executives of public companies
Once the client has taken the opportunity to consider all factors for a successful implementation, ARR Family Office begins to work with the client's selected professional investement advisers, trustees, custodians, lawyers, etc., to ensure the client's counterparties satisfy their contractual and regulatory obligations.