2025 Family Office Investment Trends

In this conversation, Joe Bell examines how family office investments have evolved in the aftermath of COVID. He talks about the shift in investment strategies, including the growing interest in sectors like AI and sports teams, and the emotional factors that come into play with these types of investments. He also emphasizes the importance of estate planning and tax strategies as families manage their wealth. The discussion touches on current liquidity challenges and looks ahead at the trends that could shape the future of family office investing.

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