SFOs & Private Trust Companies with Holly Isdale

In Part 7 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Holly Isdale as they discuss SFO’s and private trust companies. You can either read the transcription or listen to the podcast and learn more.

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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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Institutional Quality Risk Management for SFOs: Podcast with Sam K. Won

Institutional Quality Risk Management for Family Offices

In Part 2 of the Family Office Association Podcast Audio Series, Angelo J. Robles is joined by Sam K. Won as they discuss the institutional quality risk management for SFO’s. You can either read the transcription or listen to the podcast and learn more about options for institutional quality risk management for SFO’s.

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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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