Intro

In today's panel discussion, we dive into the evolving dynamics of family offices, focusing on the relevance of the endowment model, market trends in private investments, and shifting private equity fee structures. The panel discusses challenges in defining family offices, the role of niche expertise, and benchmarking returns. They also examine M&A activity driven by the great wealth transfer and firm manager motivations, emphasizing relationships, incentives, and selectivity in partnerships.

This episode was recorded on February 24, 2025.

True North Institute Report: https://truenorthinstitute.com/wp-content/uploads/2024/04/US-Endowment-Outperformance-Whitepaper-1.pdf

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