Survival of the Family Office

Survival of the Family Office
Collectively over the summer and truly through the year-end a team of thought leaders and I will provide exceptional content and resources around competition for talent, what mergers like BDT-MSD and others mean (including PE flooding asset management and MFOs) to family offices, scaling and leverage are all at play, yet I clearly see how single family offices can thrive!
I throw down the gauntlet on ‘Survival of the Family Office,’ I accept the challenge from the naysayers and in this solo presentation frame the questions at hand, share foundational thoughts and raise questions!
This will be a scintillating foundational discussion on this topic that will lead into a year-long series.
Some of the topics covered in this overview include:
The fallacy of scale why this really doesn’t matter and is often a detriment, albatross, to being nimble, fast and creative
The woeful underperformance and net of fees returns of most active managers and funds and why for some it’s actually easier and better to do it internally
There is no dynastic wealth no ‘family empire’ without direct ownership and control of private companies
Basics of HoldCo’s and intertwining governance of Private Trust Companies is way better then being an LP /// NO you don’t need a large team you’ve been lied to!
There is no true ‘war’ for talent
Alignments of interest in the family office
QQQ will crush most of your active managers and be very liquid
Stop asking ‘does the single family office make economic sense’ its the the wrong question… here’s what you should be thinking…
Why insourcing can be much better then outsourcing
Summer 2024!
We are very active this summer there is no ‘time off.’ Opportunities abound and some require the ability to act quickly. We are hosting exclusively this summer '10X Investment Ideas' forums both digital and in-person. Unstoppable Heirs Luncheons and this summer I will also unveil to members my new research and key best practices to improve any family office in 30-days.
This summer we are rolling out our ’Survival of the Family Office’ programming series. A team of thought leaders and I will provide exceptional content and resources around competition for talent, what mergers like BDT-MSD and others mean (including PE flooding asset management and MFOs), scaling and leverage are all at play, yet I clearly see how single family offices can thrive!
Click Below to join today!
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[@realMaxAvery]

Thanks for another great video

[@amonifinau4048]

Thank you!

[@jimclayton5805]

This gentlemen is really informed

[@jimclayton5805]

This gentlemen sure shares a lot of words and takes a lot of our time. I hate to spend so much time to get to his summary, but can't wait.