Executive Summary Decision Memo
A concise, decision-grade document for spouses, trustees, and investment committees—built around the fund route.
Overview
The Executive Summary is a decision artifact—not a brochure.
It’s designed for high-net-worth stakeholders who need a succinct, documented rationale before approving capital: what you’re doing, why you’re doing it, what could go wrong, and what happens next.
We keep it practical: ARI fund-route fit, execution sequencing, governance expectations, and the right questions for your legal/tax advisors—without turning it into a 60-page diligence deck.
What You Get (Decision-Grade)#
You receive a structured memo that typically includes:
- A one-page recommendation (with assumptions)
- A fund-route fit section (eligibility constraints, holding period and liquidity considerations)
- A risk register (execution, governance, reporting, liquidity, and counterparty risk)
- A practical next-steps plan (who does what, in what order)
How We Build It#
We build the memo from your constraints and stakeholder reality:
- A short intake (objectives, timeline, family structure, custody/banking rails)
- A fund manager diligence question set (governance, reporting, valuation approach, operational readiness)
- A Portal ARI execution map (documents, sequencing, and bottlenecks)
Where cross-border reporting may apply (e.g., CRS/FATCA/PFIC awareness for US persons), we identify what to confirm with your tax advisor so there are no late surprises.
Not Sure Which Fund Fits Your Profile?
Share your timeline, risk tolerance, and tax situation — we'll match you with the right funds in under 2 minutes.
Confidentiality & SLA#
You receive clear confidentiality safeguards, a single accountable point of contact, and a service-level agreement covering responsiveness, turnaround times, and escalation—so the process stays tight when multiple advisors are involved.
Related Topics
Download the Summary
Share your timeline and constraints and we’ll confirm fit, then prepare an Executive Summary aligned to your stakeholders.