The Family Office Sherpa My Investment Office Set Up If I Had A $200M Liquidity Event
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Jun 23, 2025 After a hypothetical $200M liquidity event, Shaun details how to structure an investment office for success. He emphasizes the importance of a strategic framework, covering investment policies, legal structures, and cybersecurity. The discussion also highlights building strong relationships within family offices, stressing clear investment strategies to avoid misunderstandings. Adaptability and alignment with personal values are key for effective governance and delegation.
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Imagining A $200M Liquidity Event
- Shaun imagines selling Hall Road Investments and receiving a $200M liquidity event.
- He frames the exercise as planning an investment office after such a sale.
Invest In Best Legal & Tax Setup
- Get expert legal and tax advice and pay for the best advisors from day one.
- Your descendants will thank you for getting the structure right up front.
Choose Inflation-Beating Return Targets
- Aim for steady, medium-to-low risk returns that beat inflation rather than chasing windfalls.
- Use a CPI-plus total return benchmark (e.g., CPI+3.5–4%) to set realistic return goals.