Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations are key to successful portfolio construction for private investors and wealthy families.
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As a common form of investment governance, an investment committee (IC) plays a crucial function in the ability of families to define their financial objectives and formulate a strategy for a diversified portfolio. The IC also can be effective as a gatekeeper and to oversee the implementation of investments while providing critical input about the program on an ongoing basis. However, without careful planning and execution, it is not easy to unlock an IC’s potential and benefits.
In this episode of The Money Maze Podcast, NEPC's Michael Manning discusses the evolving role of investment consultants, highlighting how they help institutional investors navigate complex markets, build resilient portfolios, and make strategic, long-term decisions. The conversation explores whether these consultants are indispensable in an increasingly dynamic investment landscape.
From working with forward-thinking family office leaders for more than two decades, we can see with a bird’s eye view of the family office space and have a keen awareness of the forces and demands that are shaping it. In today’s environment, we see even more change than usual, including meaningful structural transformations. For family offices, the ability to adapt thoughtfully to change is essential.
As with any technology, change happens gradually, not overnight. And GenAI is no different. While it may seem to many that the AI enterprise adoption is at a standstill because the financial benefit is not yet evident, important steps are happening behind the scenes that are setting the stage for broader scale adoption and monetization in the not-too-distant future. In this report, we address the common questions about the generative AI theme.
When selecting a structure for your venture investments, there are key factors for family offices to consider, including having discussions to understand the objectives of the investment and the circumstances of potential investors.
Welcome to day 2 of the 2025 FOX Private Family Capital Summit. Nate Hamilton, Chairman, FOX Nick Rhoads, Board Member, FOX
Family offices continue to increase direct investments in private companies, with each family often cultivating an approach tailored to their unique capabilities, risk tolerance and desired sector exposure. Hear from deeply experienced private equity investors who will share the origins of their direct investing strategies as well as the challenges and opportunities inherent in their approaches amidst a dynamic market environment.
Join us to hear from the leadership of a firm that has played a unique role investing in disruptive innovation, technology and consumer businesses. Juan will share the firm’s longstanding macroeconomic thesis and what its implications are for Private Family Capital Investors seeking to best position their family and their investments for the future. Juan Sabater, Co-President, Valor
In this session, we’ll delve into the current state of the global macroeconomic landscape and its profound impact on investment strategies for Private Family Capital across asset classes, sectors, and geographies. Led by one of the financial industry’s foremost global macro strategists, this presentation will provide insight on today’s evolving economic conditions, from inflation trends and interest rate fluctuations to geopolitical risks and tariff disruptions, alongside the implications for long-term investing and secular trends.