Family Office Sherpa Podcast Episode 34 - 5 Investment Team Types

Families have their preferred investing method; borne either through the people they are or the people they hire. It's with that in mind when putting together this episode of the Family Office Sherpa podcast: "5 Different Family Office Investment Team Types."

These are the types I have worked wit. It's not prescriptive list, just my experience with different ones. They have myriad nuances, can change at any time and are often a mix of each one.

1) Direct Deal Focused – “The Dealmakers”

2) Asset Class Focused – “The Specialists”

3) Institutional / Endowment Style – “The Allocators”

4) Manager of Managers – “The Expert Generalists”

5) Values-Focused – “The Impact Integrators”

I've also listed the things to consider when building the team.

For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at:  hallroad.com.au.

Cheers

Shaun.

“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”