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 …
A “lifestyle concierge” service, as offered by family offices, refers to providing personalised assistance and managing non-financial aspects of a family’s daily life. The objective of this service is to enhance convenience, save time, and support a luxurious and well-organised lifestyle. This service is designed for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, with the objective …
In the context of family offices, the term ‘multi-generational family’ describes a household or extended family group spanning two or more generations. These families are often unified by shared wealth, businesses, or other significant financial assets. Such families often comprise grandparents, parents, children, and occasionally even great-grandchildren, all of whom may have an interest in …
The term UHNW, or Ultra-High-Net-Worth, is used to describe individuals or families with investable assets exceeding $30 million. This classification is employed within the financial and wealth management industries to differentiate the wealthiest clients from other categories, such as High-Net-Worth (HNW) individuals, whose assets commence at $1 million. The UHNW designation serves to highlight the …