Invest Like a Billionaire How HNW Family Offices’ are Investing in Alts with Kendall Laughlin
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May 27, 2025 
Kendall Laughlin, director at Arc Financial, specializes in guiding family offices of high-net-worth individuals. He discusses the evolution and significance of family offices in wealth management. Key topics include strategies for navigating wealth transitions, aligning family values with financial goals, and the role of alternative assets in achieving financial freedom. Laughlin also shares insights on preparing for the economic landscape in 2025, including the impact of tariffs and the importance of proactive planning amidst uncertainty.
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Family Office Defined Broadly
- A family office provides a legal and organized structure to manage and pass down diverse wealth, including financial, values, and relationships.
- Clients often need family office leadership to handle financial complexities so they can focus on their core business strengths.
Scaling Family Office Services
- True single family offices with full teams require very high net worth, often hundreds of millions.
- Fractional or scaled family office services now serve clients with $20-$50 million, democratizing access to family office benefits.
Post-Exit Identity and Goals
- After a liquidity event, many first-generation wealth creators face identity confusion shifting from entrepreneur to allocator.
- Setting deep goals by continually asking why helps uncover true family values beyond surface achievements.