Outsourced Chief Investment Officer
Navigating Support for Your Strategy
An Institutional Approach to Private Wealth
At a certain level of wealth, an investment portfolio is no longer simply a collection of assets. It becomes an interconnected system of risks, liabilities, currencies, jurisdictions, investment horizons and multigenerational priorities.
Catamaran Family Office establishes a unified investment decision-making framework, co-ordinates external investment managers and provides the principal with a consolidated view of the family’s global wealth.
We do not replace private banks, investment managers, professional advisers or an existing in-house team. Instead, we create the governance framework within which their recommendations can be assessed consistently, mandates clearly defined, risks made visible and decisions aligned with the family’s long-term objectives.
We do not replace your managers — we create the system in which they work toward your goals.
Liquidity Planning and Capital Resilience
Meeting financial obligations without compromising long-term value.
We assess anticipated family expenditure, capital commitments, tax liabilities, collateral requirements and potential capital calls. Based on this analysis, we develop a liquidity policy and establish appropriate reserves for a range of market, business and family circumstances.
Outcome: a clear understanding of available liquidity, future obligations and the portfolio’s capacity to withstand periods of market stress.
Portfolio Architecture
A consolidated view of every source of risk.
We assess the family’s wealth as a whole, including public markets, private equity, private credit, property, direct investments, operating businesses, cash holdings, currency exposures and debt obligations.
Strategic asset allocation is developed with careful consideration of concentration, correlation, liquidity, ownership costs and downside scenarios. Quantitative modelling informs our analysis but never replaces experienced professional judgement.
Outcome: a target capital structure aligned with the family’s ambitions, values and multigenerational priorities, reflecting its true aggregate risk exposure.
Ongoing Oversight and CIO Office
Continuous supervision with clear strategic direction.
For families whose scale and complexity require ongoing professional oversight, we provide a dedicated CIO Office.
- CIO Office Light: A central point of co-ordination for consolidated reporting, independent investment analysis and quarterly strategic reviews—providing confidence through clarity.
- CIO Office Premium: Comprehensive oversight of the family’s global investment affairs, including Investment Committee support, supervision of external managers, risk oversight for complex transactions and ongoing monitoring of private-market and alternative investments.
Outcome: more time for the family, supported by the confidence that every element of the investment process is overseen by an experienced professional team.
Why Catamaran Family Office?
- Objectivity.
We remain independent of banks, investment managers and product providers. Our sole measure of success is how effectively the portfolio serves the family’s strategic objectives. - Discipline.
We transform fragmented holdings into a coherent, governable portfolio, with clearly defined principles for asset allocation, manager selection, investment exits and rebalancing. - Intellectual Partnership.
Our advice is grounded in evidence, rigorous analysis and long-term resilience. We provide a standard of oversight comparable to that of leading institutional investment offices.