Brief the principal on what requires a decision.
Lead with the capital position, material changes and the action required.
Documents, periods and the figures they support.
State what requires attention
Begin with the family’s capital position, the changes that matter and the decisions required. For each decision, explain the relevant context and proposed next step. Keep detailed schedules and source references available without making the principal reconstruct the investment case.
Use the approved investment record
Prepare the briefing from approved portfolio figures and recorded decisions. Retain holding entities, valuation dates and outstanding reviews. The analyst, CIO and principal should be referring to the same underlying information when discussing a material change.
- Capital: reported value, invested cost and concentration.
- Changes: operating updates and their review status.
- Decisions: the ask, recommendation and open questions.
- Evidence: the route back to the source.
Prepare the report for its audience
The report studio lets the team set the office name, report title and palette before exporting a PDF. Review the capital summary, material changes and source register before sharing. Presentation choices should preserve the figures, calculation basis and unresolved review items.