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Hiring successfully for a Family Office is not an easy task, not when there are unique issues and challenges. However, from experience and conducting a full review into single Family Office recruitment covering the varied range of Family Office activities, this strategic guide with examples identifies the critical aspects of the hiring process—incl...

This article explains how Tax Advantaged Equity (TAE) portfolios are traded over time and illustrates how value is achieved over the course of the portfolio’s life. For a TAE portfolio with an objective to harvest available losses and minimize gains while managing risk, there will generally be a few major phases through the life of the portfolio, i...

We are in a period of extraordinary wealth creation and accumulation that is driving the need for more family offices and expanding the breadth and depth of services that support the important work and collective well-being of the family. It's about the sustainability of the family office and preparing it for the long run. With the future of the fa...

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. Curated Resources For members of...

The success of a private equity fund’s investment in a portfolio company largely hinges on the performance of the Chief Financial Officer (CFO). Initially chosen CFOs may be ideal for early goals, but market shifts might necessitate a change in CFO to adapt and succeed. Understanding the unique skills of different CFO archetypes is key for funds to...

Divestment is a complex decision, especially when passionate voices are actively seeking to influence change, take an ethical investing stance, and/or ensure that the capital of the institution they care about does not fund or profit from a cause or actions they oppose. This paper by Cambridge Associates offers considerations for how to manage call...

The private credit asset class has developed and evolved significantly since the Global Financial Crisis. Accounting for $1.6 trillion across a wide range of risk and return profiles, it is cementing its importance and value in investor portfolios. This paper by Cambridge Associates describes why private credit can be attractive in any market, outl...

As a subset of estate planning, asset protection is an important part of a family office’s risk management strategy. In this video, Chris Mays and Craig Redler discuss various strategies for asset protection, particularly for individuals and businesses facing potential legal claims and financial risks. They explore different structures such as trus...

In this 10-minute interview, attorney Bryan House of Foley & Lardner joins Brian Lucareli to discuss the SEC enforcement for family offices. During the interview, Bryan explained who is subject to the Investment Advisers Act, and provided a real-life example of the SEC getting involved with a family office.

A family office may generally be described as an organization that engages in substantial, active management, oversight, and monitoring of a family’s business, investment, and personal assets in a purposeful, prudent, and business-like manner. As seen from the well-run family offices, there are many positive outcomes when families make an intention...

The issue of concentrated low-basis holdings is a challenge that has vexed wealth managers and their clients for decades. Put simply, if a large majority of your wealth is concentrated in a single position, should you sell some of it and move the proceeds to a more diversified portfolio of investments? However, the sale position oftentimes carries ...

From one family office to another, the ‘top spot’ or Family Office Leader will go by different titles that include Head of Family Office, Managing Director, and Chief Executive Officer. And while the position will never be the same with professionals adjusting to the Family Office it serves, there are ideal competencies, qualities, and even qualifi...

In the world of Family Offices, anything is possible and the professionals hired to do the unthinkable have to be problem solvers, agile, and absolutely committed to the cause. Most importantly, they have to be the right Cultural Fit, which most Family Office professionals believe is more important than qualifications in the hiring process. With...

For foreign families and individuals who are interested in investing in the United States, there are key factors to consider. In this 10-minute interview, attorney Ruben Diaz of Foley & Lardner joins Brian Lucareli to discuss in-bound investing and top-of-mind issues when helping clients through the process of investing into the U.S. from Latin...

As companies and service organizations increasingly use third-party service for outsourced services, there is more demand for a detailed understanding of the processes and controls of these third-party service providers. To show they have the right processes and internal controls in place, it’s crucial to provide a System and Organization Controls ...