Solution Snapshots

Improving Outcomes – Outsourcing your Chief Investment Officer.

A family with aggregate investment assets of about $500 million had a family office with one investment professional and several support staff.  The family office had experienced personnel turnover every few years because the family was not able to create career opportunities for the staff. When their current investment professional had announced her intention to leave, the head of the family decided to explore alternative ways to obtain the services the family needed. Please see disclosures at the end of this brief. 

Attached brief

This entry was posted in . Bookmark the permalink.
BACK TO Solution Snapshots