Our Philosophy
We design the system before we select the products.
Redwood Heritage Multi-Family Office begins every mandate with the structure of a family’s wealth. Investments are chosen only once that structure, and the governance around it, are clear.
The method
Governance defines the asset allocation and not the other way around.
Most families come to us with wealth spread across several banks, managers and jurisdictions, each relationship sound on its own terms. What is often missing is a single design that connects them: who decides, on what basis, with what liquidity, and for which generation.
Our philosophy rests on three disciplines, applied in order. Architecture sets the structure. Governance sets the rules by which the structure is run. Stewardship keeps both aligned with the family’s intentions over time.
Each discipline is explained on its own page. Together they describe how we think, before any discussion of what we do.
Three pillars
Architecture, Governance and Stewardship.
Architecture
Integrity cannot be assumed. It must be built into the architecture.
Read about ArchitectureGovernance
We help families shape governance, ownership, and succession frameworks that protect authority and cohesion across time, jurisdictions, and generations.
Read about GovernanceStewardship
Responsible, long-term oversight of family wealth, so that every decision continues to reflect clarity, intent and long-term alignment.
Read about StewardshipPrinciples
The principles we hold to.
Independent counsel
We are a privately held multi-family office. We have no products of our own to place, and our advice is not shaped by distribution incentives.
One view of the whole
We coordinate across banks, managers and advisers so that the family sees one coherent picture of its balance sheet.
Decisions in writing
Decision rights, mandates and review dates are agreed and recorded from the start.
Continuity by design
Structures are built to hold through transitions in the family, in regulation and in markets.
In practice
How the philosophy is applied.
Strategic Wealth Architecture
The central office for the family balance sheet.
Governance and Succession
Frameworks that reflect how each family operates.
Investment Strategy and Asset Allocation
Allocation that follows from objectives, liquidity and governance.
Global Structure Coordination
Cross-border structures coordinated as one design.
Begin with the structure.
A first conversation is private and without commitment.
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