Will a Family Office Manage My Investments?

Will a Family Office Manage My Investments?

by Richard C. Wilson & Family Offices Group Association Team

Question:  Will a Family Office Manage My Investments?

Answer: Yes, this is one of the primary functions of a family office.  Many clients prefer to be well-informed of their investments yet not have to deal with the day-to-day responsibilities of actively managing a portfolio or researching new investment opportunities.  Fortunately, family offices are usually managed by seasoned investment professionals who are well-trained in managing a portfolio or finding reputable fund managers who can manage the clients’ investments.

Portfolio and investment management services are core to what a family office typically offers clients; it often includes selection of fund managers, implementing the investment plan and policy of clients, and managing investment risks and cash requirements.

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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