Ultra High Net Worth & Family Offices
Institutional discipline for private balance sheets: Portfolio-secured liquidity, governance-grade reporting and conservative controls—built for families operating across entities, markets and generations. Volans supports UHNW investors and family offices who manage complexity by default and require a framework that is clear, repeatable and designed to hold up through cycles.
Built for How UHNW Wealth Actually Works
Family wealth is rarely held in one name, in one entity, or with one decision-maker. It is governed—by mandates, committees, advisers, trustees, and long-term intent.
Volans is built to support that reality with portfolio-secured credit infrastructure designed for sophisticated private wealth:
clear eligibility and concentration parameters
continuous monitoring and reporting
conservative design aligned to institutional expectations
architecture intended to fit around approved custody and existing managers
This is not retail lending. It’s a disciplined credit framework for families who treat governance as part of wealth.
What We Enable
Liquidity without disrupting allocation
Access capital against eligible portfolios without forcing asset sales that compromise long-term strategy.
Balance-sheet efficiency with guardrails
Use prudent leverage to reduce forced decisions, manage timing, and improve flexibility—within transparent limits.
Committee-ready oversight
Reporting and monitoring designed to support investment committee processes and long-term documentation.
Global operating posture
Support global portfolios and cross-border obligations with a framework designed for clarity and control.
Where Family Offices Use Volans Most
Liquidity planning — distributions, tax, property bridging, family commitments, philanthropic funding
Opportunistic deployment — act quickly when opportunities emerge without rushing portfolio sales
Portfolio transitions — rebalancing, manager changes, strategic shifts without liquidity pressure
Governance support — clear, audit-ready reporting for committees and trusted stakeholders
Resilience through volatility — transparent parameters and monitoring as conditions change
How We “Match” the Family Office
Every office is different: its mandate, its governance, its liquidity rhythm, and its tolerance for volatility. Volans is designed to tailor the structure and settings around your operating model while keeping discipline non-negotiable.
Typical areas of alignment
Mandate and purpose: preservation, growth, income, multi-generational planning
Entity structure: trusts, companies, investment vehicles, related parties
Portfolio composition: liquidity profile, diversification, concentration exposures
Risk posture: conservative buffers, drawdown tolerance, rebalancing preferences
Reporting needs: committee packs, documentation, audit trails, stakeholder updates
Operating cadence: planned liquidity vs opportunistic draws; seasonal or event-driven needs
The result is a facility that feels bespoke—without becoming discretionary or opaque.
Governance and Risk Discipline
Volans is conservative by design because UHNW balance sheets deserve frameworks that remain dependable under stress.
Our approach typically includes:
defined eligibility criteria and concentration parameters
ongoing portfolio monitoring and reporting
prudent buffers for volatility
clear processes for adverse moves (including remedial actions and margin call mechanics)
transparency on what changes, when it changes, and why
Objective: liquidity that supports endurance—not fragility.
How It Works
Eligibility and engagement model
Volans is available to Wholesale Clients and other eligible investor categories under Australian law.
Family offices may engage directly, through professional advisers, or via governance structures.
Portfolio and structure review
We assess the portfolio against eligibility rules and parameters, and review how wealth is held and governed to align facility design.
Facility design and set-up
Credit limits, monitoring parameters, and reporting outputs are established to match governance expectations.
Access capital
Draws are made as required (subject to facility terms), supporting planned liquidity and opportunistic needs.
Ongoing oversight and reporting
Monitoring continues as portfolios evolve, markets move, and exposures change—supporting consistent governance.
How We Work With Your Ecosystem
Family offices rarely operate alone. Volans is designed to integrate with the professionals and providers already around the family:
advisers and investment committees
accountants, lawyers, trustees
existing portfolio managers and custody arrangements
Volans is built to sit behind your office, strengthening liquidity and governance while you retain control of strategy and relationships.
FAQs
Is this suitable for multi-entity structures?
Yes. UHNW and family office engagements often involve multiple entities and governance considerations. Facility design can be aligned to how wealth is held and approvals are managed.
Do you replace our existing managers or custody?
No. Volans is designed to complement existing arrangements and integrate around approved custody and management structures.
What happens if markets fall?
A market decline can reduce borrowing capacity and may require remedial actions, including asset sales. Volans’ framework is designed to be transparent about limits, monitoring, and processes.
Is this available to retail investors?
No. Volans is designed for wholesale/private wealth segments and other eligible investor categories only.
Private wealth deserves institutional infrastructure. Volans supports UHNW investors and family offices with portfolio-secured liquidity, governance-grade oversight and conservative risk discipline—so the family’s long view remains intact.
Volans’ services are available to Wholesale Clients and other eligible investor categories only. Credit is subject to approval, terms and conditions, and ongoing risk requirements. Portfolio-secured lending involves risk and may result in loss, including the need to sell assets to meet obligations.