Investment Process

We work with all family members to deepen your understanding of the family’s wealth by offering assessment of the family’s overall investment strategy and risk appetite. Once expectations and preferences have been outlined, the next generation enrolls in our LEAD Accelerator. 

The LEAD Ventures Accelerator is explicitly created to take the next generation of investors on a journey to build knowledge and an investment portfolio which will establish the future of the Families Wealth.

L

Legacy

Legacy

In liaison with leading tax, visa and wealth planning we help the next generation create their own branded investment vehicle and structure a portfolio in accordance with the risk profile and investment strategy chosen.

E

Entrepreneurship

Entrepreneurship

Through direct involvement in the strategic management and daily operations of our portfolio companies, LEAD offers an opportunity to learn what working with and as an entrepreneur entails.

A

Asset Management

Asset Management

Understanding the intricacies of investing in Real Estate, Private Equity and Venture Capital—from deal execution to exit.

D

Development

Development

Through mentorship and ongoing guidance, we help the next generation mature and grow as a professional and an individual.

Why LEAD?

A structured 12 week Education programme that offers the next generation an opportunity to evolve as an investor, entrepreneur and individual through our online live learning sessions teaching the fundamentals of UK…

Get Hands-On Experience

Asset Management

Get Hands-On Experience

Entrepreneurship

How We Construct An Investment Portfolio

An increase in risk appetite sees us balance the portfolio toward a greater Venture Capital position.

What do we invest in?