TAM Asset Management International partners with both single and multi-family offices to deliver discretionary portfolio management that aligns with your family’s governance, legacy and philanthropic objectives. We combine rigorous risk controls, bespoke investment design and consolidated reporting so you can focus on stewardship rather than the day-to-day detail.
We take the time to understand your family’s structure, risk appetite and long-term goals. From there we craft an investment programme that fits seamlessly within your governance framework and supports intergenerational wealth preservation.
We offer a full suite of solutions tailored to the unique needs of family offices:
Model Portfolio Access. A selection of mainstream, ESG and Sharia-compliant portfolios, fully managed by our team. Ideal for families seeking a proven framework underpinned by institutional-grade research and rebalancing.
Bespoke Mandates. Custom DFM solutions built around your specific mandates whether that’s concentration limits, currency exposures, liquidity requirements or impact objectives.
Consolidated Reporting & Valuations. One-stop access to all your investments via our secure portal. Live valuations, aggregated performance reports and automated client statements keep you informed at a glance.
Governance & Risk Oversight. We provide clear audit trails, compliance reporting and independent risk monitoring to support your family’s governance committees and external advisers.
Save time and resource. We handle the research, trading, rebalancing and compliance reporting
Retain full control. You set the mandate parameters and we execute to your specifications
Enhance transparency. Consolidated views across all asset classes in one portal
Align with values. Integrate ESG, Sharia-compliant or impact criteria into every portfolio
Discovery Meeting. We review your family’s governance structure, investment policy statement and legacy objectives.
Proposal & Mandate Design. We present a tailored investment solution outlining asset mix, risk considerations and reporting cadence.
Implementation & Onboarding. We handle account setup, transfers and onboarding of your custodian or trustee.
Ongoing Partnership. Regular reviews, ad-hoc mandate adjustments and proactive communication ensure your objectives remain on track.