Family Office Trends & Strategies

The Evolving Family Office Portfolio:
Trends and Strategies for Success

Mack International (Mack) provides strategic consulting solutions for family offices, family investment firms, and family enterprises on a national and international basis.
In this article, Mack explores the evolving investment strategies of family offices, highlighting a shift towards alternative asset classes like private equity, venture capital, and hedge funds. 

This diversification aims to align portfolios with family values while maximizing returns. Family offices are increasingly adopting sophisticated structures, including formal investment committees and comprehensive policy statements, to navigate complex financial landscapes. 

The report also discusses the debate between in-house investment professionals and outsourced chief investment officers (OCIOs), emphasizing the importance of aligning talent management with investment philosophies for long-term success.

Source: The Evolving Family Office Portfolio (Mack International)