E80: How ~$16 Billion Multi-Family Office WE Invests
How I Invest with David Weisburd
Multi-Family Office Fee Structure and Investment Strategies
The chapter explores how multi-family offices base their fee structure on complexity rather than assets under management, offering advice to about 100 families with assets totaling around 16 billion. It highlights the importance of portfolio construction based on risk tolerance, liquidity needs, and education, emphasizing behavioral finance in managing investments. The discussion also includes insights on investment strategies for ultra-high-net-worth family offices, such as exploring direct lending in private credit and evaluating top managers spinning out to start their ventures.
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