There is a tremendous amount of wealth and growth capital being allocated by family offices. We have found the following framework to be helpful in understanding their investment approach.
Unique insights to drive your family and family office forward, authored by Family Capital Strategy
Investment Governance Articles
Family enterprises are basically collections of paradoxes. While paradoxes are often treated in an adversarial manner, it is important to recognize the falseness of such a dichotomy, and work towards creative resolutions.
Selecting the right investment partner for a family office is a question that most offices will choose to answer as they structure their investments.
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If the family is serious about continuing to grow its wealth across generations, it is highly unlikely that a broadly diversified portfolio alone will achieve that target.
To hit their long-term return targets, families must architect a unique investment approach. Otherwise, the wealth just dwindles away as the family grows and the wealth gets divided. In fairly short order, without additional replenishment, a sizable fortune can be reduced.
There is much speculation about how society will change following the ultimate resolution of the COVID-19 crisis. Call me a skeptic, but I am not convinced that is how humans actually change their behavior.
Instead, I would argue that this virus is hopefully the final nail in the coffin in this era of human history and how we govern and manage society.
Obviously, the world has changed a lot in the last few weeks. Because there are so many moving pieces currently, I thought it worthwhile to summarize at a high level where markets are currently and what is going on.
It’s not just that a family’s assets have to grow at a steep rate over time – easily 9-10% or more. It’s that there really is only one variable within the family’s control – and it’s a complicated one
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