Investment Policy Statement

The primary objective of the Office is long-term preservation and growth of family capital across generations. Capital is allocated across real asset equity, private infrastructure, and direct credit strategies, managed as a consolidated portfolio under the authority of the internal Investment Committee. Execution of investment activity is carried out in accordance with mandates established under the family's governing instruments and applicable limited partnership agreements.

The Office does not manage external capital and does not provide investment advisory services to any party outside the principal family. Risk tolerance, liquidity requirements, and allocation parameters are set internally and are not published. Specific allocation thresholds and asset ring-fencing provisions are governed by the family's internal documents and are not disclosed in this summary.