Capital with a longer horizon.
Sagara works with families and foundations on the quiet mechanics of long-lived capital: governance, allocation, and the next generation.
Three kinds of work, one conversation.
Governance
Family charters, decision rights, meeting rhythms, and the documents that let a family act without renegotiating every question.
Allocation
A long-horizon policy for public markets, private markets, and real assets, with the liquidity plan written alongside it.
Stewardship
Manager selection, monitoring, reporting, and the patient work of explaining a portfolio to the next generation.
A policy, not a model portfolio.
Most allocation conversations start with a chart borrowed from someone else. We start with the family's time horizon, spending policy, and liquidity reserve. The portfolio follows from those decisions.
The explorer below is a way to make the trade-offs visible. It does not recommend an allocation.
Notes on governance and time.
Start with the decisions that already feel difficult.
A charter that nobody follows, a distribution policy that changes every year, a portfolio that no one can explain at the dinner table. Those are the right places to begin.