Historically, Chief Investment Officer oversight was available only to ultra-wealthy families. Through technology, The Family Office has helped make this level of investment governance accessible at lower wealth thresholds.
Investments made over the past five years enabled broader access to diversified portfolios, allowing investors to build exposure across dozens of deals that were once reserved for very large fortunes.
Since inception, the firm has concentrated on alternative and private markets, well before they became widely discussed in recent years. Increased attention to alternatives reflects both improved education and sponsors seeking broader investor bases, leading to greater engagement from the wealth market.
Many wealthy families attempt to build standalone family offices without fully appreciating the operational complexity and long-term commitment required to manage wealth across generations. Setting up an office is straightforward, but maintaining consistent, disciplined wealth management over 10 to 20 years is far more challenging.
Watch the full interview above.
