Matt Wesley, Dana Green and John Wong explore the emerging trends in human resources for SFOs with a focus on the top 3 paths family offices are taking.
This article explores similarities and differences for the decisions regarding sustainable distribution rate from an investment portfolio and retirement income planning, in order to provide updated guidance to family offices about sustainable spending rates.
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.