John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor. The firm represents over 250 families and 50 institutions globally. John is senior member of the investment team responsible for manager due diligence and monitoring of both public and private investments, as well as asset allocation, portfolio construction, and risk management for client families. John takes the Dakota Live! team in this special edition episode through Forbes Family Trust’s approach to asset allocation, the firm’s manager research and underwriting process, and what a potential client partnership looks like with their firm. Join us as we come to better understand Forbes Family Trust and their allocation to various asset classes and investment strategies.
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