How can I become a family office chief investment officer?

How can I become a family office chief investment officer?

by Richard C. Wilson & Family Offices Group Association Team

Question: How can I become a family office chief investment officer?

Answer: A family office chief investment officer will ultimately manage a family office’s portfolio, evaluate prospective investments, participate in investment committee meetings, and perform other duties related to the family office’s investments.

To become a family office chief investment officer you will have to have strong credentials in the investment industry.  Many family office chief investment officers worked on either side of the investment industry either by actively investing and managing a portfolio or by evaluating investments for an institutional investment fund like a pension or endowment fund as its chief investment officer.   Many chief investment officers have an advanced degree such as an MBA or a Masters degree in finance and have spent years in the financial industry, often starting as an analyst or associate at a bank or investment firm.  They then worked their way up to become a financial executive and then made the transition to the family office industry.  This is the typical career path but in no way is it the only way to become a family office chief investment officer, there are many ways that professionals become a CIO at a family office.

Download our free Family Office Report to learn more about the family office industry.

Read more Frequently Asked Family Office Questions.

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