Structured Solutions for SFOs: What Family Offices Need to Know

Structured Solutions for SFOs: What Family Offices Need to Know

Structured Solutions for SFOs: What Family Offices Need to Know

The ability to implement wealth creation and preservation investment decisions within the framework of an asset allocation strategy is critical for single family offices. Whether the asset allocation strategy is passive, active or strategically a combination of both, the ability to implement these decisions through a wide array of financial instruments is important. Undeniably, sophisticated investors, including single family offices, may benefit from using derivatives, options, or some combination of the two. Retail structured notes, may simplify the process and be applicable in certain circumstances, however custom structured notes are often more appropriate.

This white paper will break down the potential of structured notes in fulfilling this need. It begins with an overview of the more “retail” market, then transitions into custom opportunities,which could be those developed through banks and other financial institutions, or those designed independently through the use of derivatives, options and other underlying securities. At minimum, understanding these solutions and looking at these types of investment vehicles as a way to execute a specific investment strategy can prove valuable.

Structured Solutions for SFOs Topics

  • Basic Terms and Uses of Structured Notes
  • Types of Structured Notes
  • Key Considerations
  • Recent Developments
  • Customized Structured Solutions
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