The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to achieve their goals and support the causes they care about most. The study found that while wealth provides the freedom to do more, it also brings increased obligations, expectations and demands.
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Ten Most Common Mistakes of Family Office Investors
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Families are often overwhelmed by the complexity and sense of burden that comes with managing all the component parts of wealth across generations. More concerning, though, is the lost opportunities and the loss of capital that results from not getting it right. But owning and managing significant wealth does not have to be difficult, and learning from the ten most common mistakes that a family office investor makes can help the process become easier.
What is Risk?
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Risk has many dimensions and individual investors tend to equate risk with loss of capital. That definition of risk may actually lead an investor astray and hinder his or her ability to meet long-term objectives. Rather than attempting to avoid risk, successful investors embrace and manage it. For private investors, one of the keys to success is setting strategic investment goals and remaining focused on the long term, without being distracted by short-term noise.
Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing.