Investment Management

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How to Find Liquidity in Private Real Estate Funds
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This article argues that real estate has become an integral component of diversified investment portfolios, and that exposure can be obtained via private equity structures. Institutionally sponsored, these funds can expose the investor to core, core-plus, value-added, opportunistic, joint-venture, private placement and retail syndication investment strategies. The initiators of these funds have devoted significant time and attention to the science of aggregating equity capital.

Contego Structured Products Nov. 2005 Commentary
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This article implores investors to draw conclusions about an investment manager not on the basis of numbers - past performance - but rather all the factors you can explore without looking at their track record. Once you have formed your opinion, see whether it tallies with the manager's track record.

Heritage Finance & Trust Company, A European-Based Multi-Family Office: Approach to Alternative Investing
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Heritage Finance & Trust Company, Geneva, Switzerland, was founded in 1986 in Switzerland as a single family office providing financial advisory and portfolio management services. Over time, Heritage has evolved into a multifamily, multi-client office as it has seen demand for its services increase from an extended circle of family members and their related connections.

Investment Management

Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing.

Forging a Direct Investment Path

At Family Office Exchange (FOX), we have seen significant growth of interest in—and execution of—direct investments in operating businesses and real estate by FOX member families. In a 2018 FOX survey, more than 80% of respondents reported that they allocate capital directly to investments, bypassing external management, in order to get exposure on their own or through co-investment with other families.

2019 FOX Global Investment Survey: Key Insights

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment teams, and in-source vs. outsource investment advice, all relative to 104 family office peers.

Investment Planning

Your fellow FOX members have contributed these investment planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.

Advisor Evaluation and Selection Process

Your fellow FOX members have contributed these advisor evaluation and selection process tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.