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Structuring12 min read

Investment Policy Statement (IPS) for Family Offices

How to create and implement comprehensive Investment Policy Statement for family office.

Author: RAK Family Office Team
Date: February 13, 2026

Investment Policy Statement for Family Office

[Full English version]

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Frequently Asked Questions

Is IPS needed for RAKEZ family office?

Yes, highly recommended. IPS provides investment discipline, aligns family on strategy, guides manager selection, documents risk tolerance, enables performance measurement. One-time cost $10K-$20K, benefit lasts 10+ years.

Keywords

investment policyIPSasset allocationinvestment strategy

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