Having observed private investors at work over many years, authors Jonny Lach and Sara Hamilton see some clear patterns separating the most successful family investors from others. They offer some of the lessons learned, including the advantages and challenges that family investors face.
Private investors including family offices can be great investors, but many are not. They have some big competitive advantages over institutional investors which live with significant constraints imposed by law, stakeholders, media and regulators. Private investors are usually less constrained, but often fail to recognize and exploit their competit...
Investors are processing more data more rapidly than ever. For family offices, sticking to their principles and investing within a risk-adjusted framework has never been more important. With a greater number of opportunities, success will require families to reflect upon what has and has not worked, clarify the sectors or strategies where they have...
How will technology look and feel when any user of a platform can independently decide what it is they see? Will everyone’s experience be so unique that the platform really becomes a map to the creative side of a non-creative and fact-based world. Learn how today’s data environments will soon become a representation of how and what families and adv...
Generating positive impact has emerged as a key trend within the Family and Wealth Management space. Investors, families, and society show growing interest in measuring the effects of their actions—and non-actions— with an emphasis on the impact of their investments. We explore current views and provide practical ways families can move forward to b...