Plan for a Future of Wealth and Abundance

Choose the right partner who can preserve and grow your hard-earned wealth

Wealth must be nurtured to last for future generations. Work with the right financial planning partner to create a thorough strategy.

The Family Office will advise you on the best investment strategy for your needs and provide you ideal opportunities to help meet your financial goals.

How diversified is your portfolio today?

A strategic investment portfolio can help you protect and grow the value of your riches over the long-term. Such a portfolio is designed to sustain and enhance your wealth for generations.

Check if your investments are diversified enough to mitigate risk.

Diversification Calculator

Q1. How many sectors are you invested in?

Single sector
Two to four
More than four

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Q2. Is your portfolio highly exposed to market declines?

Yes, very much
Somewhat
My portfolio has a low correlation to the market

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Q3. Is your portfolio composed entirely of traditional asset classes (Stocks and bonds)?

Yes, I only invest in stocks and bonds
No, I have a small exposure to other asset classes
I have a healthy balance among major asset classes

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Q4. Are you diversified within each asset class you are invested in?

I only have a single investment under each asset class
Two to four investments for each asset class
Five and above for each asset class

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Q5. Do you invest in both domestic markets and international markets?

Only domestically
Only a small portion invested in global markets
A significant portion of my portfolio is invested in global markets

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Q6. Do your investments have a high level of correlation between them?

Yes
No
My portfolio has a low correlation to the market

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Q7. Are your investments diversified by investment horizon?

No, I only focus on short-term investments
Yes, my portfolio is somewhat diversified between short-term and long-term investments
Yes, my portfolio is adequately invested in short-term, medium-term and long-term investments

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Q8. Is a significant portion of your portfolio invested in a single sector, industry or entity?

Yes, most of my investments are in a specific sector
Somewhat
No, my portfolio is divided adequately between different sectors/ industries

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Q9. Does your portfolio have any exposure to alternative assets (e.g. illiquid markets such as private equity, real estate, and private credit)?

No, I only invest in traditional/ liquid assets
Yes, however my exposure to alternative asset classes is limited
Yes, I have sufficient exposure to alternative asset classes

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Q10. Is your portfolio diversified by vintage (i.e. were most of your investments made around the same time or were they staggered over a longer period)?

Most of my investments were made in a single year.
My investments were made in a few intervals over more than one year.
I tend to invest regularly over time.

Your diversified score

Poorly diversifiedWell diversified

Let’s Build Your Diversification Strategy

Find out what is the ideal portfolio allocation to achieve your financial goals

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Why Work with The Family Office

We offer customized portfolio solutions in diversified alternatives such as private equity, private debt, real estate and more. Whether you wish to preserve your legacy, plan for a retirement or diversify your investments, our world-class financial advisors will build you a bespoke portfolio with transparency and convenience.

Access some of the most exclusive private market opportunities in private equity, real estate, private debt and more in partnership with KKR, BlackRock, The Carlyle Group, Goldman Sachs and others.