OCIO Services
OCIO: Acting as your family's independent investment office.
We independently design, coordinate, and supervise your full wealth.
A Custom Extension of Your Family Office
"Our role is to help families and their teams make better long-term investment decisions with independence and alignment."
Our OCIO service helps families build a more structured and coordinated investment approach, without the cost and complexity of creating an internal investment office.
You Stay in Control
Keep full control of your wealth while we handle the due diligence, monitoring, and portfolio construction.
Independent Decisions
Every investment decision is evaluated independently and aligned with your long-term objectives, liquidity needs, and overall strategy.
What the Mandate Includes
Five pillars of institutional governance designed to preserve and grow intergenerational capital.
Investment Policy Design
Building a clear Investment Policy Statement (IPS) that anchors your family's values and minimum goals. Includes risk tolerance and spending-rate analysis.
Due Diligence
Institutional-grade due diligence on investments across equity, private credit, and institutional-grade strategies. Includes manager selection and structural analysis.
Risk Oversight
Ongoing allocation monitoring in real time across your portfolio: asset classes, volatility metrics, and geographic and industry management.
Single-Family Offices
For families who want to outsource the functions they manage their investments and operations.
Non-Profit Foundations
Supporting the mission long-term through disciplined capital preservation.
Institutional Investors
Specialized mandates for specific asset classes, such as private markets and impact investing.
Built for Long-Term Wealth Coordination
Helping families manage investments, structures, and long-term planning with greater clarity and coordination.
What Changes With Nuclo?
A Better Way to Coordinate Family Wealth
Traditional Approach
Fragmented Decision-Making
Multiple advisors working independently
Limited visibility across institutions and assets
Investment decisions driven by product sales or short-term market noise
Nuclo OCIO
One Coordinated Strategy
A consolidated view across investments, structures, and liquidity
Independent investment selection and ongoing manager oversight
Long-term decision-making aligned with family objectives and wealth preservation
Clear Answers (FAQ)
We charge a single asset-based management fee. Our pay is directly tied to how your capital performs and how well it's preserved. No commissions. No retrocessions.
No. You keep full legal ownership. We act as the discretionary or non-discretionary manager, depending on your mandate, working with your existing custodians.
Public equities, fixed income, alternative investments (private equity, private credit, hedge funds), real assets, and cash management. We coordinate across all asset classes.
Typically 4–8 weeks from initial diagnostic to full mandate implementation. We begin with a complete portfolio review before making any recommendations.
Start with clarity
Start a confidential review of how your investments are currently managed and see what an OCIO mandate could offer your family.