Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] Steve Rattner – Overseeing Michael Bloomberg’s Family Office (Capital Allocators, EP.113)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating Wealth Management: Insights from a Family Office

This chapter explores the intricacies of managing substantial wealth within a family office, balancing philanthropic goals with personal investments. The speakers share their journey from a lack of investment experience to adopting best practices and risk management strategies during the financial crisis of 2008. They emphasize the importance of specialized teams, the role of external managers, and a thoughtful approach to private equity selection to enhance long-term performance.

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