Year-End Playbook: From Wealth Owner to Wealth Institution

Overview:
The most successful families run their capital like an institution. Here is a one-page year-end reset.

Key Points:

• Re-verify written objectives: growth, income, legacy, impact; assign percentages and time horizons.
• Rebalance to target bands: listed core, alternative satellite, liquidity reserve; correct drift > 5 percentage points.
• Governance scorecards: rate each manager on process, people, controls, reporting, alignment; replace bottom quartile.
• Risk diary: record three portfolio mistakes, three right calls, and one system change to prevent repeats.
• Capital-call plan: twelve-month liquidity for committed funds; automate alerts.
• Success metrics for 2026: drawdown ceiling, minimum cash yield, dispersion vs benchmark, and client-family satisfaction survey.
• India vs world: India now offers global-standard governance with higher growth—use it to professionalise your family office.

Truvest Capital Insight:
Wealth compounds fastest when it is run like a business—with a plan, a calendar, and accountability.

Disclaimer:
Educational content only. Not investment advice. Investments in Alternative Investment Funds or Portfolio Management Services are subject to market risks. Please consult your Securities and Exchange Board of India–registered advisor before investing.