Ten Most Common Mistakes of Family Office Investors

Overview

Families are often overwhelmed by the complexity and sense of burden that comes with managing wealth across generations. Whether they have taken on the responsibility for self-managing all of their affairs directly, or coordinating a virtual team of outsourced advisors, families spend an extraordinary amount of time juggling all the component parts of their wealth. But owning and managing significant wealth does not have to be difficult, and learning from the ten most common mistakes that a family office investor makes can help the process become easier.

Advisor Thinking