Sustainable Spending Rates for Single Family Offices

Sustainable Spending

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.

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SFOs Managing Wealth: Top Trends

SFOs managing wealth

SFOs managing wealth for ultra high net worth families is a top trend for a reason. This white paper explores the trend.

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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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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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Revisiting Family Office ETFs

Family Office ETFs

This white paper explores Family Office ETFs: their inner workings, sophisticated investment strategies to implement and benefits/considerations.

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