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.
Robin Smith and Carl Sheeler contrast a private family trust and single family office and explore the legal, business and technical aspects of the former.
Colored diamonds for SFOs are a rock solid investment, this white paper explores the benefits of liquidity.
Angelo J Robles, founder and CEO of FOA explores the fore core asset classes that will ensure multigenerational prosperity for your SFO.