JBWere

partnership-diagram

Overview

How We Operate

  • Connecting values and aspirations of the investor with practical guidelines for how to manage the investments
  • Not a “form-filling” exercise, instead a probing and engaging process for an “end-to-end” service

Draw out core values and aspirations of the investor

Involves iterative discussion with constructive feedback and dialogue

Interpretation and translation into a practical set of guidelines for how to manage the investments (the “Plan”)

  • Aim to establish broad commitment to the Plan among the investor (stakeholders) and everyone else associated with looking after the investments (e.g. Trustees, accountants, lawyers, advisors, etc.)
  • Key outcomes of the consultation process:

Cohesion

Collective buy-in, a sense of ownership of the strategy

A sensible and practical set of operating parameters documented for everyone’s reference

Flow Chart

Flow Chart

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