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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
Family Office Structuring: Why Operational and Investment Entities Should be Kept Separate

Family Office Structuring: Why Operational and Investment Entities Should be Kept Separate

Family offices that manage significant capital and employ staff should operate through two distinct separate entities; one for employing personnel...

Arman Salavitabar, CFA 15 April 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
How Family Offices Can Use a Cayman Fund Structure to Achieve Greater Investment Flexibility

How Family Offices Can Use a Cayman Fund Structure to Achieve Greater Investment Flexibility

A Cayman fund structure offers family offices a way to manage capital with control, confidentiality and efficiency. Cayman provides a...

Arman Salavitabar, CFA 11 April 2025
Common Fund Structuring Mistakes and How to Avoid Them

Common Fund Structuring Mistakes and How to Avoid Them

Fund structuring sets the foundation for an investment vehicle’s operational, legal, and tax profile. Yet even experienced managers frequently make...

Arman Salavitabar, CFA 11 April 2025
Why Institutional Investors Still Prefer Cayman Mutual Funds

Why Institutional Investors Still Prefer Cayman Mutual Funds

Why Cayman Mutual Funds? When it comes to offshore fund structuring, Cayman Mutual Funds have long set the standard for...

Arman Salavitabar, CFA 8 April 2025
10 Reasons Family Offices Choose Cayman for Fund Structuring

10 Reasons Family Offices Choose Cayman for Fund Structuring

Choosing Cayman for Fund Structuring Family offices frequently encounter specific hurdles when organising vehicles for intergenerational wealth, joint investment ventures,...

Arman Salavitabar, CFA 8 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
10 Lessons from 10 Years of Working with Family Offices

10 Lessons from 10 Years of Working with Family Offices

Introduction In our work with family offices, we've observed that many families struggle with common misconceptions and structural inefficiencies when...

Arman Salavitabar, CFA 20 March 2025
Selecting the Right Investment Structure for Your Family Office

Selecting the Right Investment Structure for Your Family Office

Family wealth management extends beyond portfolio decisions to encompass comprehensive governance frameworks, risk controls and generational planning. The investment structure...

Arman Salavitabar, CFA 17 March 2025
Why Family Offices Use Cayman SPCs for Asset Protection

Why Family Offices Use Cayman SPCs for Asset Protection

Family offices overseeing large multi-generational wealth portfolios consider asset protection essential rather than optional. For these sophisticated managers, the Cayman...

Arman Salavitabar, CFA 17 March 2025
Cayman Islands Fund Setup Checklist: What Every Family Office Needs to Know

Cayman Islands Fund Setup Checklist: What Every Family Office Needs to Know

The Cayman Islands remains a top jurisdiction for family offices looking to set up investment funds. With its tax-neutral status,...

Arman Salavitabar, CFA 17 March 2025
5 Key Benefits of Cayman Islands Private Trust Companies (PTCs) for Wealth Planning

5 Key Benefits of Cayman Islands Private Trust Companies (PTCs) for Wealth Planning

Private Trust Companies (PTCs) are a popular structure for high-net-worth individuals and families seeking greater control, flexibility and privacy in...

Arman Salavitabar, CFA 17 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