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Investment & Spending
Policy Statement Templates

A Framework for Professionalizing Your Family’s Financial Future

Creating an Investment Policy Statement (IPS) and a Spending Policy Statement (SPS) is a foundational step in professionalizing your family office. These documents provide a clear framework for how assets are managed, how capital is allocated, and how spending aligns with long-term goals. By establishing clear guidelines, you bring structure, transparency, and accountability to family wealth, ensuring that all stakeholders are aligned.

Who This Is For & Why It’s Useful:

Families building a formal investment structure – Define your approach to managing assets and liabilities.
Families building a formal investment structure – Define your approach to managing assets and liabilities.
Next-generation family members – Establish a shared understanding of wealth management and financial decision-making.
Next-generation family members – Establish a shared understanding of wealth management and financial decision-making.
Advisors and trustees – Align investment and spending guidelines with fiduciary responsibilities.
Advisors and trustees – Align investment and spending guidelines with fiduciary responsibilities.

Ultra-high-net-worth investors – Professionalize decision-making and create clarity across multi-generational stakeholders.

 

Ultra-high-net-worth investors – Professionalize decision-making and create clarity across multi-generational stakeholders.
download - ips and sps
screenshot - isp and sps

Get Started with Your Family’s Policy Framework

A well-structured IPS and SPS bring clarity and discipline to your financial strategy. Start building yours today to create a lasting financial legacy that reflects your family’s values and goals.

Looking for further reading? Check out our guide on navigating investment policy statements.

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Explore our entity mapping and wealth visualization tools today.