Multi-Family Offices

Multi-Family Offices

What are Single or Multi Family Offices?

multi family offices, multi-family offices Family offices are exclusive wealth management firms that usually only accept clients with at least $10-$25M of investible securities. They typically have less total clients but spend more time with each client often assisting with tax, estate planning, charitable giving, foundation, and even budget issues in addition to traditional wealth management services. The costs are typically a little higher than a traditional wealth management office but you get more personal comprehensive service and usually a more sophisticated view of portfolio construction with access to alternative investments.

Family office professionals will take the time to ensure your separately managed acocunt investments and Hedge Funds are balanced and in line with your 401k or IRA investments. Their employees are often experienced and sophisticated enough to understand unified managed accounts (umas), and will be able to explain them to clientele so they may be employed where appropriate. While many family offices use hedge fund of funds, family office professionals will often find an individual hedge fund manager that fits you best if they do not already have one that they work with, and ultimately they are known for working harder to make you happy because they only work with a smaller group of core clients. Many high net worth individuals belong to health groups where doctors will take the time to set down with you for a couple hours each quarter or year and talk about your health and habits. This type of highly personal attention is equivelant to what you get in a financial sense at the best family offices.

AUM of Family Offices

While many family offices have $1B or less under management the top ten have over $5B each with largest ones advising $15-$22B of assets.

Read dozens of additional articles like this within the guide to Hedge Fund Terms and Definitions.

- Richard

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SEO Checklist

SEO Checklist

Search Engine Optimization (SEO) Checklist

I have created a SEO checklist by reading over 100 blogs, websites, articles, and ezines on SEO. Why? Because I think it will always be powerful to be able to target a new area of business, a topic for your next book, or simply something of interest and be able to create content that hundreds or thousands of other people can read or contribute to.

If you are growing your own investment or hedge fund website/blog let me know and lets find ways to work together.

Here is also a list of what blog posts individuals here are reading today:






- Richard

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Hedge Fund Capital

Hedge Fund Capital

Hedge Fund Capital Sources

hedge fund capitalI work in the area of finding sources of capital for hedge funds. If you would like to network please introduce yourself by sending an email to Richard@HedgeFundGroup.org. You might also want to consider joining the Hedge Fund Group (HFG), a 12,500+ person hedge fund industry networking group. To join please click on the link at the top of this hedge fund blog.

- Richard

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CFA Level 3

CFA Level 3

Chartered Financial Analyst (CFA) Level 3

Chartered Financial Analyst (CFA) Level 3, cfa level 3
Are you studying for your CFA level 3 exam or have already passed it? In either case please send me an email with your top 10 CFA Level 3 study tips or training guide recommendations and I will post them within a new article on this hedge fund blog. My email address is richard@richardcwilson.com.

Thanks in advance.

- Richard

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Investment Portfolio Management

Investment Portfolio Management

Investment Portfolio Management Types


Investment Portfolio Management

There are many types of investment portfolio management. They range from hedge funds, mutual funds, private equity funds, broker or advisor managed portfolios, separate managed accounts, ETFs, REITS, and more. If you are an accredited investment there are literally dozens of investment portfolio management options open to you.

Which type a investment portfolio management are you looking for? A hedge fund, mutual fund, managed account fund, venture capital fund, or private equity fund? It is important to find out if you are an accredited investor before spending much time on learning about these options. In any case I would be happy to answer your questions or put you directly in touch with someone who can. I look forward to speaking with you.

- Richard

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Tags: Investment Portfolio Management, Portfolio Management, Portfolio of Investments, Managing Investment Portfolios, Management of Investment Portfolios

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