Family Office Best Practices

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.

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

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,

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.

An increasing number of newly wealthy families are creating a single family office (SFO) to manage a range of financial, personal, and professional affairs…

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.

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

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

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

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

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