Today’s post is inspired by interactions on twitter over a period of several months. Given the opaque nature of many Family Offices (“FOs”), there are questions by some about why principals bother to build investment teams compared to outsourced solutions. The question has merit. We will be getting into a few of the potential reasons… Read more
UBS publishes an informative report that surveys family offices (“FOs”) from around the world on a variety of topics including investments, governance, succession, cost structure, and philanthropy. I’m slow to write about the contents of the report, but better late than never. I’m sticking to areas where I can pretend to know what I’m talking… Read more
I sometimes write about investing from the perspective of a family office.
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