The position paper outlining the ten pillars of the TM & PARTNERS SCF method, answers to frequently asked questions, and four perspectives for analyzing governance, planning, risk, costs, and monitoring.
Wealth management can involve various individuals, organizations, banks, and professionals. These brief fact sheets show how to link decisions to goals, responsibilities, evaluation criteria, and ongoing reviews.
Before selecting a financial instrument, it is useful to clarify goals, constraints, responsibilities, and oversight mechanisms. For foundations and institutions, a consolidated view of treasury, assets, and banking relationships helps governing bodies evaluate and document their decisions.
Organizations and Institutions →
Cash, investments, pension planning, protection, and real estate address different needs. Bringing them together into a unified framework makes it possible to distinguish priorities, time horizons, and available resources. The CFP® approach also entails integrated analysis, well-founded recommendations, and plan reviews.
Families and Assets →
Concentrations, liquidity, terms, and costs are better understood by looking at the overall relationship rather than just a single product. Comparing options against objectives and constraints clarifies the alternatives available to businesses and complex asset portfolios.
Businesses and Corporate →
Family needs, business activities, and market conditions change. Periodically reviewing objectives, exposures, and the consistency of decisions allows the framework to be updated as needed and ensures the process remains transparent over time.
TM Progress →