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:

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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

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