Family Office Roundtable: Endowments, OCIOs, and M&A Activity
The Mack Podcast
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Navigating Investment Benchmarks for Family Offices
This chapter explores the complexities of establishing effective benchmarks for family offices, emphasizing the need for simplicity in reporting and decision-making. It highlights the disconnect between sophisticated data analysis and family clients' understanding of investments, urging a focus on future purchasing power. Additionally, the chapter discusses the evolving role of Outsourced Chief Investment Officers and the integration of fintech solutions in meeting the diverse reporting and transparency needs of families.
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