Family Office Investment Committee

Family Office Investment Committee

by Richard C. Wilson & Family Offices Group Association Team

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.

In the following video, I discuss the family office investment committee and how they control the family office’s purse strings:

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

tags: family office investors, family office investment committee, family office investment committees, family office investment committee definition, what is an investment committee, family office investor

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

Free Family Office Report (PDF)

Contact Details for 1,000 Family Offices in Excel