SFOs Managing Wealth: Top Trends

SFOs managing wealth

SFOs managing wealth for ultra high net worth families is a top trend for a reason. This white paper explores the trend.

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The Endowment Model and SFOs

This paper offers a perspective on how the endowment model might be improved, based on our experience over the past twenty years in Chief Investment Officer roles at large corporate and endowment plans.

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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Family Offices and Alternative Investments

Family Offices and Alternative Investments

Paul Ehrhardt takes an in-depth look at family offices and alternative investments in this Family Office Association white paper, providing a history and recommendations.

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Revisiting Family Office ETFs

Family Office ETFs

This white paper explores Family Office ETFs: their inner workings, sophisticated investment strategies to implement and benefits/considerations.

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SFO Philanthropy Survey Report

SFO Philanthropy Survey Report

Family Office Association’s SFO Philanthropy survey of our members on family philanthropic activities with Angelo J Robles and Teresa Bonner.

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SFO Index-Tracking: The Benefits

SFO Index-Tracking

Richard Wilkie and Vince Ralph highlight the benefits of SFO Index-Tracking in this comprehensive white paper for Family Office Association.

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