Our Services
Work that keeps decisions connected.
Allister Team offers a range of family office services to support a broader framework so each client can act with clearer priorities and better continuity.
A service model should improve the quality of decisions, not just the range of tasks covered.
Investment Policy Design
Policy is where the work begins.
Allister Team helps families define the role of capital, the level of risk that is acceptable, the degree of liquidity that should be maintained, and the constraints that need to be respected. That policy then becomes the basis for portfolio decisions, review discussions, and any future adjustment.
This work typically includes:
- Defining the purpose of capital within the family structure.
- Establishing risk parameters that can hold up in practice.
- Setting liquidity thresholds around spending needs or future commitments.
- Identifying constraints tied to jurisdiction, taxation, or ownership structures.
- Creating a policy basis for future review and adjustment.
A stronger basis for action.
When policy is clear, discussions become more productive. It becomes easier to assess whether a new idea belongs in the portfolio, whether a risk should be reduced, or whether a shift in family circumstances calls for a change in allocation.
Portfolio Construction and Manager Selection
We build portfolios with close attention to fit.
That means understanding the role of each allocation, the interaction between exposures, the liquidity profile of the whole account, and the practical effect of taxes. We draw on both direct investment judgement and external manager research where that improves access or specialization.
Areas of focus include:
- Core allocation design.
- Public market exposures.
- Private market opportunities where fit and timing support inclusion.
- External manager review and selection.
- Ongoing assessment of role, overlap, and suitability.
Selection standards stay high.
At Allister Team we have found that access matters less than suitability. An investment earns its place when it strengthens the portfolio as a whole and fits the family’s actual requirements. We favour a selective process over a broad menu.
Capital and Asset Management
Ongoing management is more than just watching the markets.
Dedicated and proactive capital and asset management requires a regular review of allocations, cash needs, account structure, and implementation choices so that wealth remains positioned for the family’s current circumstances rather than an outdated set of assumptions.
This work may involve:
- Rebalancing where exposures have drifted.
- Reviewing liquidity reserves.
- Reassessing the fit of private holdings.
- Monitoring implementation choices.
- Adjusting portfolio weight where conditions have materially changed.
Attention to after-tax results.
Tax drag has a direct effect on retained outcomes. A tax-conscious portfolio design stands the test of time, and that is a worthwhile investment into our client’s future. Keeping the full tax landscape in view is a part of sound portfolio management.
Liquidity Planning and Allocation Review
Liquidity deserves explicit attention.
Families may need capital for business interests, property, philanthropic commitments, personal spending, or planning opportunities that arrive without much notice. A portfolio should be prepared for that reality.
We review liquidity needs as part of the allocation framework, not as a separate afterthought. This supports better pacing when markets are unsettled and gives the family more room to respond without forcing weaker decisions.
Prepared portfolios make better choices possible.
A family with room to act is better placed than one forced to act. This is one of the practical advantages of keeping liquidity planning close to portfolio design.
Coordination with Legal, Tax, and Estate Advisors
Few important family decisions sit entirely inside the portfolio.
Ownership structures, tax exposure, trusts, estate planning, and cross-border issues all influence what should happen next. Allister Team works alongside the family’s external advisors, so those conversations move on a more coherent track.
Some matters call for highly specialized expertise. That may involve cross-border tax, trust structures, estate implementation, or planning around private entities. We draw on external specialists across our network where the situation warrants it, always keeping the family’s broader direction in view.
This coordination often relates to:
- Estate and succession planning.
- Trust and ownership structures.
- Cross-border tax matters.
- Liquidity events.
- Family business transitions.
- Timing issues between planning and implementation.
Better sequencing, fewer disconnects.
The order in which decisions are handled can change the result. We help identify what needs to happen first, what can wait, and where one planning step may affect another in conjunction with the experts who can make the right decisions happen effectively.
Multi-Generational Family Governance
As families grow, so does the number of decisions.
Administration, communication, record-keeping, education, and shared assets all need a more deliberate structure. The aim of our governance work is to keep these moving parts organized and to give family members a clearer way to participate.
We help clients set up practical frameworks that support how the family actually lives, meets and makes decisions, rather than imposing an overly formal structure that is difficult to maintain.
This work often includes:
- Family meeting structures.
- Administrative coordination.
- Estate and trust administration support.
- Family education and orientation.
- Concierge-style coordination.
- Passion assets and collections.
- Document and archive organization.
Governance that supports daily life.
Good governance should make daily life easier, not more complicated. Allister Team’s most effective structures are those that are light enough to use across circumstances and stable enough to support transitions.
Legacy Planning Support
Legacy planning is not limited to wealth transfer. It also touches structure, timing, communication, and the preparation needed for future responsibility. Our role is to support those discussions in coordination with the advisors responsible for legal and estate implementation.
Support may include:
- Clarifying how capital is intended to function over time.
- Preparing for changes in oversight or responsibility.
- Supporting meeting structures around future decisions.
- Linking investment policy to longer-range family planning.
- Helping maintain continuity between present decisions and future obligations.
Continuity needs structure.
Families often benefit from a clearer rhythm around responsibilities and future decisions. Where appropriate, we help support that continuity through documentation, meeting cadence, and investment policy discipline.