SFOs & Private Trust Companies with Holly Isdale

In Part 7 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Holly Isdale as they discuss SFO’s and private trust companies. You can either read the transcription or listen to the podcast and learn more.

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Family Governance and Single Family Offices

Governance and Single Family Offices

Fredda Herz Brown and Kathryn McCarthy discuss family governance and single family offices, their impact on creating and sustaining them.

The “endowment model” as developed and popularized by the Yale University investment office is seen by many as the gold standard of investment management practice.

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Institutional Quality Risk Management for SFOs: Podcast with Sam K. Won

Institutional Quality Risk Management for Family Offices

In Part 2 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Sam K. Won as they discuss the institutional quality risk management for SFO’s. You can either read the transcription or listen to the podcast and learn more about options for institutional quality risk management for SFO’s.

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