Strategic allocation across income, growth, and legacy assets — calibrated to your risk appetite.
A three-layer architecture: Core Income Layer (50-60%) for predictable cashflows, Growth Layer (25-35%) for capital appreciation, Legacy Layer (10-15%) for multi-generational wealth transfer.
Income vs growth vs legacy based on age, risk appetite, and liquidity needs.
Quarterly reviews with recommendations based on market conditions.
Data-driven exit recommendations based on market cycles.
Stress-testing against vacancy, rate rises, and downturns.