Chairman of Citi Private Capital Group
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Effective communication is ongoing requirement for family offices. This new white paper sets out ways of identifying associated risks.
When assessing a family office’s readiness to effectively manage portfolios, a number of factors come to mind. Does the office have: sufficient staff; experience in the asset classes, sectors and types of investments to be undertaken; access to research and analytics; have they formulated a thorough and consistent investment process (see Campbell & Bailin 2014). Objectively evaluating each area allows the family and executives to determine whether the foundational elements of a solid investment program are in place, thereby filling in process gaps, and outsourcing or hiring/securing resources as necessary.
To read Impact of Communication in Family Office Investing, please click here .