Real Estate and the Family Office


The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight. Part of this strategy should include a thoughtful allocation to alternative asset classes which can serve to mitigate portfolio risk. One strategy that many family offices have historically embraced is an allocation to tangible real estate assets.

The intent of this whitepaper is to discuss the role of tangible real estate in a family office investment portfolio, and the processes for maximizing its value within the confines of the risk tolerance and overall investment strategy of the family office.

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