In my latest Family Office Sherpa podcast, I cover the endowment model. Specifically, why family offices are often the biggest proponent (or say they are).
I cover why families look favourably at this model for their "core" or long term portfolio.
Patient capital is their super power.
Allows for intergenerational buy in
It includes distributions and capital growth as major goals.
At its core it’s truly multi asset compared to a 60/40 style portfolio.
I also provide detail on how I have seen this model implemented by offices, the reasons they cite as to why they like this structure, what they should consider when establishing a portfolio, how they can measure efficacy, and current trends.
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”
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