What is a family office investment committee?

What is a family office investment committee?

by Richard C. Wilson & Family Offices Group Association Team

Question: What is a family office investment committee?

Answer: The family office investment committee is a critical part of a family office operation, and while used by both types of family offices it is more often employed formally in a multi-family office setting.  Family offices will often use an investment committee to evaluate investment opportunities and manage the current investment portfolio.  In my discussions with family offices, I have found that there is a variety of investment committee models with some family offices using a formal model with set participants meeting weekly or monthly and others have a loose format that meets occasionally to discuss investments but has no set process for meetings.

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

Read more Frequently Asked Family Office Questions.

Leave Your Response

* Name, Email, Comment are Required

We run the Family Offices Group, the #1 largest family office association with 84,000+ global members. We offer live events, a bestselling book, Webinars, a family office database, and a family office training & certificate program called the Qualified Family Office Professional (QFOP). To get to know us please watch this 2 minute video, and contact us any time during pacific business hours by calling (212) 729-5067 or emailing us at [email protected]

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel