Family Offices

Bella provides family offices with end-to-end support to develop, execute, and evaluate private capital strategies that fit their objectives. We tailor our solutions to account for program objectives and existing capabilities, providing governance recommendations, pacing guidance, and program evaluation tools. Our engagements are flexible and confidential, enabling families to implement best practices nimbly and efficiently.

Bella works with families to articulate investment priorities that reflect legacy, mission, and risk appetite. We help translate these into governance frameworks, impact criteria, and portfolio guidelines. Whether the focus is capital preservation, wealth creation, or philanthropic alignment, we ensure the strategy supports the family’s intergenerational vision. Our process creates clarity and cohesion across generations.

Family offices often lack the volume or visibility of larger institutions, but that should not limit their ability to achieve strong, risk-adjusted private capital returns. Bella delivers customized manager evaluation frameworks inspired by academic insights and tailored to the realities of family office programs. We focus on fit, alignment, and constrained optimization, helping families make informed decisions within the complex private market landscape.

Bella offers educational training workshops in tandem with its advisory services to assist families transitioning decision-making responsibilities to future stewards. We provide instruction across a wide range of topic areas including governance and leadership, asset allocation, and private market fundamentals. This helps families avoid conflict and maintain investment discipline through generational changes, preserving both capital and continuity.

Bella builds financial models and pacing tools that ensure families maintain sufficient liquidity while capturing long-term private capital return potential. We incorporate existing spending policies and allocation constraints into our modeling, ensuring models capture families’ near-term needs without disrupting investment goals. Our flexible approaches help families prepare for a wide range of scenarios and plan with confidence.