Expected Distributions
How much of your plan relies on money that has yet to leave the business?
The Office
A shared office. A mandate of your own.
Myers & Cooper combines a shared research capability with a distinct advisory mandate for each client. From New York, we work with business owners and families seeking an investment-led family office relationship.
Research on a market or investment can inform more than one assignment. The advice given to each client reflects the objectives and constraints of that engagement.
Business Ownership
Your business remains part of the equation.
When you own a company, the amount available to invest personally may depend on decisions still being made within it. We establish where those dependencies exist before discussing a personal investment commitment.
Future Funding
Could the company require additional capital before those distributions arrive?
These questions help distinguish funds available today from amounts dependent on a future event. Myers & Cooper accounts for that distinction when considering the resources available for personal investment.
Family Ownership
Shared assets can carry different expectations.
Relatives may hold an investment together while expecting different things from it. One may depend on distributions; another may be investing over a longer horizon.
We establish whose interests an instruction represents and who is authorized to give it. For jointly held assets or family entities, that understanding determines the remit within which Myers & Cooper can advise.
Working Principles
Standards with a practical consequence.
Evidence
Facts and estimates are identified separately in our work. Where information is incomplete, the limitation accompanies the assessment.
Accountability
Myers & Cooper records decisions made within its remit and the authority under which they were taken. That record provides a reference when instructions change.
Incentives
Myers & Cooper examines how investment managers and intermediaries are compensated. We consider how those arrangements could influence the decisions affecting your capital. That assessment extends to payments linked to a referral or the completion of a transaction.
Reversibility
We assess what it would take to change course after committing capital. Withdrawal restrictions and the potential cost of an exit inform that judgment. We also consider decisions that require another party’s consent before a change can take effect.
Our Philanthropy
Opportunity begins with access.
Myers & Cooper’s philanthropy focuses on access to education and economic opportunity. We are interested in the practical conditions that help people pursue their ambitions.
Education Within Reach
Getting into college is one part of a longer journey. Our focus includes the support students need to complete their studies and enter working life, with particular attention to those navigating higher education without an established support network.
Resources That Reach Further
Our interests also extend to community organizations and initiatives that broaden economic participation. We see value in local knowledge: understanding where resources are missing and how they can be put to productive use.
Put your next investment decision in context.
An allocation has consequences for the capital you can access and the commitments you can make. Explore how Myers & Cooper’s services address those considerations within your advisory mandate.
Explore Our Services