Table of Contents Introduction Market Trends Driving Active Management Case Studies: FGTC Investment and Weybourne Benefits of Active Management for Family Offices Active Management Strategies in 2025 Executive Summary Introduction As global economic uncertainty and market volatility persist, family offices are increasingly reevaluating their investment approaches. In 2025, active management is emerging as a crucial …
Table of Contents Introduction Why Sustainability Matters Family Office Strategies Hiring Experts in Sustainability Investing in Green Technologies Impact-Focused Funds Supporting Blue Economy Initiatives Case Studies Conclusion Executive Summary Introduction Sustainability and impact investing are becoming central themes in family offices worldwide. The focus is shifting from traditional financial returns to creating long-term environmental and …
Table of Contents Introduction Understanding Geopolitical Risks Key Adaptation Strategies Diversified Investment Portfolios Regional Risk Analysis Emphasis on Digital Assets Building Global Networks Case Studies Conclusion Executive Summary Introduction Geopolitical risks in 2025 are more interconnected than ever, with rapid changes in global alliances, economic policies, and technological advancements. Family offices, which manage significant wealth …
Family offices often engage in real estate investments to diversify their portfolios and generate stable, long-term returns. These ventures frequently require external financing to optimize capital efficiency and manage risk exposure. This case study examines the debt structure employed by Hillcrest Acquisitions, a New York-based family office, in a recent multifamily development project in Alabama. …
The Mitchell Family Office (MFO) was established in 2015 by Mark Mitchell, an entrepreneur with decades of experience in founding and managing businesses across various industries. Based in Michigan, MFO has grown into a platform focused on investments, business building, and creating opportunities for future generations. The MFO Story Mark Mitchell began his entrepreneurial journey …
Securing investment from a family office can be a significant milestone for any startup. Family offices offer not just capital, but also valuable expertise and networks. Here are five strategies to attract investment from a family office for your startup. 1. Align with the Family Office’s Values and Interests Overview: Family offices often have specific …
Cybersecurity is becoming an increasingly essential topic for family offices. For this, Deloitte has published its own family office cybersecurity report. Focusing on IT security makes sense since family offices are becoming more and more often subject to cyberattacks. This also plays an important role in the IT management of the largest US family offices. …
In this article, we describe how to structure good family office board meetings – from the initial design of objectives to a follow-up after the meeting. Step 1: Define the Meeting Purpose and Objectives Begin by clearly defining the purpose of the meeting. Is it a regular review of investments, a discussion on governance policies, …
In this article, we describe the important structure of family office board meetings. Many family offices, like Bessemer Trust, offer this service for their clients. What Are Family Office Board Meetings? Family office board meetings are structured gatherings of key stakeholders within a family office to discuss strategy, governance, and the management of family assets. …
In this article series, we define key concepts of family office services. Wealth transfer planning is offered by many US multi family offices, such as Alpha Capital. What is Wealth Transfer Planning? Wealth transfer planning involves the strategic distribution of assets from one generation to the next. Within the realm of family office services, it …