In our first two quarterly write-ups this year, we explored on two familiar forms of family capital. Miguel López de Silanes Gómez addressed areas of focus for the financial capital of family enterprises in our Q1 Summary entitled From “Polycrisis” to “Polyopportunities”: Investment Highlights from FOX Members.
Asset Allocation
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Asset Allocation: Your Biggest Investment Decision
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Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset classes. By developing and implementing an asset allocation strategy that fits your particular goals and situation, you can achieve meaningful diversification and take more control of your financial plan.
Real Estate Direct Investment in the Family Office
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Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.