Outsourcing SFOs is an increasing trend, but is it the right call for your SFO? This paper explores the pros and cons of outsourcing SFOs vs. building internally.
Case studies on direct investment SFOs run by Sid Bass and Richard Rainwater illustrate the lessons to be learned for our own SFOs.
Dave McClure and Miles Spencer provide an update to their 2011 FOA piece on SFOs and Angel Investings.
Brian Kelly looks at Bitcoin and other Digital Currencies as “future flatteners” and explains the technology, the currency, the regulation and what happens next.
This white paper explores the growing necessity and the pros/cons of SFO creation for wealthy families as a way to protect legacy and wealth.
Except for Creating an SFO: While a number of wealth management firms call themselves “family offices,” this white paper focuses on the “Single Family Office” or SFO—a privately-owned and – run wealth management firm developed for one family. Each SFO is as unique as the family who founded it but this white paper outlines best practice considerations.