In this episode, Brian Adams hosts a discussion with Keith Benedict and Shaun Parkin on the intricacies of family office investment governance and the importance of investment policy statements (IPS). They explore the evolution of IPS, the differences between family offices and institutional investors, and the proactive versus reactive approaches families take in establishing these policies. The conversation delves into the integration of family missions with investment strategies, the role of governance, and the significance of behavioral finance in decision-making.
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