27. How can family offices balance preservation and growth?

Quick Answer:
Allocate assets strategically between conservative and growth-oriented investments.

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Learn More:
Preserving wealth requires stability; growing it demands calculated risk. Family offices typically divide portfolios between defensive assets (bonds, cash equivalents) and growth assets (equities, private markets). Regular reviews ensure alignment with long-term family goals. Findex visualises portfolio allocation and performance, guiding rebalancing to maintain equilibrium.‍

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