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How to Launch a Fund-of-One: A Playbook for Family Offices

How to Launch a Fund-of-One: A Playbook for Family Offices

What Is a Fund-of-One? A Fund-of-One is a bespoke investment vehicle created to serve the needs of a single investor...

Arman Salavitabar, CFA 27 May 2025
10 Mistakes to Avoid When Setting Up Your Family Office

10 Mistakes to Avoid When Setting Up Your Family Office

For families establishing a family office, the objective is typically to gain control, create clarity and build a structure that...

Arman Salavitabar, CFA 21 May 2025
Streamlining Alternative Investments Through Digital Transformation

Streamlining Alternative Investments Through Digital Transformation

Overview of Alternative Investments Alternative investments, including asset classes such as private equity, hedge funds and real estate are traditionally...

Arman Salavitabar, CFA 20 May 2025
Feeder Funds & Master-Feeder Structures: Benefits for U.S. Based Fund Managers

Feeder Funds & Master-Feeder Structures: Benefits for U.S. Based Fund Managers

Introduction Master-feeder structures offer U.S based asset managers a scalable, tax-aware solution to raise capital from international investors. These structures...

Arman Salavitabar, CFA 8 May 2025
How Multi-Family Offices Benefit from Using Segregated Portfolio Companies (SPCs) in the Cayman Islands

How Multi-Family Offices Benefit from Using Segregated Portfolio Companies (SPCs) in the Cayman Islands

Introduction Multi-family offices (MFOs) manage the diverse and often complex financial interests of multiple high-net-worth families. These interests typically span...

Arman Salavitabar, CFA 8 May 2025
Segregated Portfolio Companies Explained for Multi-Household Family Offices

Segregated Portfolio Companies Explained for Multi-Household Family Offices

If you are part of a family office managing wealth across a multi-household family office, you have likely faced this...

Arman Salavitabar, CFA 15 April 2025
A Guide for Family Offices Setting Up a Private Fund in Cayman Islands

A Guide for Family Offices Setting Up a Private Fund in Cayman Islands

Introduction  The Cayman Islands continues to be one of the most prominent jurisdictions for establishing private funds. Its appeal lies...

Arman Salavitabar, CFA 15 April 2025
What You Need to Know Before Starting a Fund: Key Steps in Fund Formation

What You Need to Know Before Starting a Fund: Key Steps in Fund Formation

Introduction to Fund Formation Setting up an investment fund requires critical decisions across regulatory frameworks, structural options, and day-to-day operations,...

Arman Salavitabar, CFA 26 March 2025
Securitisation Essentials: Unlocking Illiquid Assets

Securitisation Essentials: Unlocking Illiquid Assets

Introduction The financial world has evolved dramatically with mechanisms to convert illiquid assets into tradable securities. Through securitisation, fund managers,...

Arman Salavitabar, CFA 18 March 2025
Comparing Cayman Islands Fund Structures: Exempted Companies, SPCs, LPs & More

Comparing Cayman Islands Fund Structures: Exempted Companies, SPCs, LPs & More

The Cayman Islands is a popular place for setting up investment funds. Many businesses choose it because of its flexible...

Arman Salavitabar, CFA 17 March 2025
How Family Offices Can Benefit from Cayman Islands Private Funds

How Family Offices Can Benefit from Cayman Islands Private Funds

Family offices overseeing the financial affairs of wealthy families require sophisticated vehicles that maximise asset protection, tax efficiency, and generational...

Arman Salavitabar, CFA 6 March 2025
Comprehensive Software Solutions for Family Offices

Comprehensive Software Solutions for Family Offices

Introduction The modern family office is faced with the complex task of managing an increasingly diverse portfolio of assets, spanning...

Arman Salavitabar, CFA 18 July 2024
The Best Software to Optimise Institutional Portfolio Analysis

The Best Software to Optimise Institutional Portfolio Analysis

The Critical Role of Portfolio Analysis for Institutional Investors Institutional investment advisors overseeing portfolios that combine traditional public investments with...

Arman Salavitabar, CFA 16 July 2024
Understanding the Difference Between an Exchange and a Marketplace

Understanding the Difference Between an Exchange and a Marketplace

In the financial industry, the terms “exchanges” vs “marketplaces” are often used interchangeably, but they serve different purposes and cater...

Arman Salavitabar, CFA 14 July 2024
Why Feeder Funds Are So Expensive

Why Feeder Funds Are So Expensive

Feeder funds serve as investment vehicles that enable access to larger master fund structures. However, the operational reality of these...

Arman Salavitabar, CFA 6 July 2024
5 Strategies for Alternative Investment Firms to Grow

5 Strategies for Alternative Investment Firms to Grow

Alternative investment firms operate in a complex landscape where growth requires more than just strong investment performance. From our experience...

Arman Salavitabar, CFA 27 June 2024