Objectives & allocation
Risk appetite, liquidity needs, private-market allocation and startup exposure.
FAMILY INVESTMENT GOVERNANCE
When father, son and CFO can each say yes, who decides for the family?
VIV turns observed portfolio problems into a written family investment constitution: risk appetite, private-market allocation, concentration limits, follow-on reserves, decision rights, conflicts, valuation and close-out rules, and a defined role for the next generation.
Limits & reserves
Single-company limits, sector concentration and follow-on reserves.
Decision rights
Who proposes, who challenges, who approves and how conflicts are handled.
Valuation & close-out
How private holdings are reviewed and when a position is formally closed.
Next generation
Defined participation and, where appropriate, ring-fenced experimental capital.
Annual refresh
Update the constitution as the family, portfolio and liquidity needs change.
PRIVATE · CONTEXTUAL · NO MASS DISTRIBUTION
Discuss family investment governance
Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.