Family Office Association has worked with hundreds of successful families of wealth and their single family offices over more than a decade. We’ve worked with family members, their executives, and experts to distill the best practices for success in the single family office. Our best practices information, resources, and tools will save countless hours of trial and error lessons for implementing processes, goals, metrics, and more.































Additional Resources on Family Office Best Practices
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Podcast: Mitigating and Hedging Illiquid Portfolio Risk
July 31, 2020 -
Podcast: Investing Best Practices of the World’s Best Allocators
In this episode, Angelo Robles discusses the investing best practices seen among the world’s best allocators and how those decisions can apply to family office portfolios.
May 20, 2020 -
Leading the Growing Single Family Office: When is it time to “Go Professional?”
Authors: Angelo J. Robles, Family Office Association, Jeffrey McChesney, Former CEO of Bridgewater Associates’ founder Ray Dalio’s SFO, Strategic Advisor, Jamie McLaughlin, Founder, J.H. McLaughlin & Co LLC, and Greg Coules, President & Founder, JG Coules Advisors When Is It Time to “Go Professional” with a growing single family office Wealthy families often rely on
May 7, 2020 -
Multi-generational Prosperity: Four Core Asset Classes
Author: Angelo J. Robles, Family Office Association Multigenerational Prosperity: Four Core Asset Classes Can your wealth withstand a population explosion, global climate change, rampant pollution, political unrest, or war where you live? Whether or not you believe in global climate change or other challenging scenarios, are you willing to risk your personal and financial security,
May 7, 2020 -
Insights on Family Office Compensation
Author: Trisha Botoff, Botoff Consulting, LLC Family Office Compensation: New Research Provides Details to Support Comprehensive Peer Group Comparisons It is well recognized that reliable compensation data for family office executives is typically hard to come by. Even when data is available, doubts about the depth, quality, and comparability often leave family offices wary of acting on it.
May 7, 2020 -
Top Trends in Wealth Management: Why a Single Family Office
An increasing number of newly wealthy families are creating a single family office (SFO) to manage a range of financial, personal, and professional affairs…
May 7, 2020 -
Family Office Risk Management Best Practices
Author: Sam Won, Managing Director GRMA Edited by Timothy S. Wilson, Managing Director & Head of Risk Services, GRMA. Contributions by Mingyang Liu, Senior Analyst, GRMA In this white paper, expert Sam Won, Managing Director, GRMA will provide family offices with a better understanding of the key elements that constitute sound and institutional quality risk management.
April 22, 2020 -
Recruit and Maintaining Top Leadership Talent in the Family Office
In this white paper, expert Linda Mack, Founder and President of Mack International, LLC, will discuss the process for recruiting and maintaining top leadership talent for your family office. Author: Linda Mack Company: Mack International, LLC Expand PDF to fullscreen using arrow icon below White Paper Preview: It is critical for a family to attract
April 22, 2020 -
Podcast: Shaking the Tree with Stephen McCarthy
November 30, 2018 -
Podcast: I’m Scared
May 4, 2018 -
Podcast: Path to Potential for Family Offices with Sabrina Sidl
February 9, 2018 -
Podcast: New Era Hedge Fund Diligence with Viktor Ula
July 28, 2017 -
Avoiding Costly Family Litigation
It’s an unfortunate consequence of wealth that it occasionally causes conflict within the family that escalates to family litigation. In working with families of great wealth, I’ve seen my fair share of problems that, from the outside, seemed easily resolvable but resulted in years (yes, years) of lawyers, depositions and costly legal fees. But what
September 20, 2016 -
What are single family office symposiums?
In advance of our Single Family Office Best Practice Symposiums, we’re happy to share with you a piece by industry legend Russ Alan Prince of RA Prince & Associates. There has long been a tradition of wealthy families and their single family office executives carving out time to “do lunch” to share knowledge and create
September 14, 2016 -
Structuring a Single Family Office
This post provides a high-level overview of structuring a single family office. A single family office (an “SFO”) is an entity created by a family to manage its investments and financial affairs. As a management entity, the SFO doesn’t itself own family assets. Instead, its job is to administer and manage investment and financial matters for the
January 16, 2016 -
Family Offices and Alternative Investments
Author: Paul Erhardt, Managing Member, Investment Business Advisors, LLC and Angelo J. Robles, Family Office Association Family Offices and Alternative Investments Abstract In the midst of a prolonged low-interest rate environment, many mid and large-sized Family Offices are going beyond the traditional 60- 40 equity/fixed income asset allocation framework for their investment portfolios. In search
October 7, 2013