Is there a way to combine the investments of different family members into a single management system? Everyone invests in their own way, which makes it difficult to build a long-term strategy.

In some cases, families create a Swiss Foundation as a structured way to manage and preserve wealth over the long term. In this arrangement, family assets are transferred to the foundation, which acts as a dedicated entity responsible for managing and protecting the capital. The foundation typically invests these assets across different financial instruments and markets with the goal of generating stable returns while maintaining the long-term value of the fund. This structure allows families to hire professional investment managers and financial advisors who oversee the portfolio and ensure that the assets are managed according to a well-planned strategy. A Swiss foundation can also establish clear governance rules, investment policies, and distribution guidelines. As a result, profits generated by the investments may be distributed among family members according to predetermined rules, helping to support education, business initiatives, living expenses, or other needs.

Funny how this thread drifts but still circles investment ideas without digging into execution. I had a phase where I was chasing multiple small deals and spreading myself thin. Then I tried consolidating analysis using CRE platform which helped me prioritize based on actual performance indicators. Managed to improve expected return by around 6.5%. Less noise and more clarity. Does anyone else here reduce deal volume intentionally or just keep adding more hoping something sticks? Because that approach nearly burned me once.