Questions & answers

Review the opportunity’s fundamentals, management, valuation and risks, and consider how it fits your objectives. Specialist due diligence can support the decision.

Review exposure across asset classes, sectors and markets, including how holdings behave together. Diversification reduces concentration but cannot eliminate losses.

Identify potential downsides, agree acceptable risk levels and review exposures regularly. Decisions should reflect the family’s objectives and capacity for loss.

Define the family’s priorities, then translate them into selection criteria, exclusions or impact objectives that appointed advisers can apply consistently.

They can provide research, due diligence, specialist access and ongoing portfolio oversight. The responsibilities of each adviser should be clearly defined.

Clear decision authority, documented policies and regular reviews support accountability, consistency and coordination across family members and their advisers.

LHP advises private clients and family offices on cross-border acquisitions, private transactions and bespoke mandates. Our work combines sourcing, valuation, negotiation and coordination through completion, alongside private access and experiences.

We work with private clients, UHNW principals and family offices, often alongside their appointed advisers. The engagement is shaped around the client’s objectives and the expertise each mandate requires.

Mandates may involve acquiring an asset, sourcing an opportunity, negotiating a private transaction or coordinating a complex personal project. Selected expertise includes real assets, fine art, jewellery and collectibles, together with private access and experiences.

Each brief is considered individually to establish the scope and specialist support it requires.

Yes. LHP can coordinate with your family office and appointed legal, tax or other specialist advisers. Responsibilities and points of contact can be defined around the mandate so the people involved understand their respective roles.

Yes. Our work spans Asia, Europe and the Middle East. A cross-border mandate can involve coordinating counterparties, specialist advisers and logistics across different markets, with the approach shaped around the requirements of the transaction or project.

Confidentiality requirements can be agreed at the outset, including any NDA arrangements and how information is shared with the people involved. The scope and participants should be clear before sensitive details are exchanged.

An initial conversation helps clarify your objective, priorities and timing. From there, a proposed scope can establish the work involved, responsibilities and next steps.

Yes. A mandate can be scoped around a specific acquisition, private transaction or bespoke project. The objectives, required expertise and coordination can be tailored to that brief.

The proposed scope is the starting point for discussing fees, responsibilities and any third-party costs. Please contact us to discuss the commercial arrangements for your mandate.