The Family Office Sherpa Family Office Investments - Fund Manager Selection & Use
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Aug 25, 2024 Explore what family offices seek in fund manager relationships. Discover the key criteria for manager selection and how tailored client service can enhance partnerships. The rising trend of exchange-traded funds and the balance between external expertise and internal oversight are also discussed. Learn how these insights can optimize investment strategies and help forge successful collaborations.
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Unique Opportunities and Alignment
- Family offices often back new funds and managers, seeking alignment of interest and access to talent.
- Consider presenting unique opportunities or co-investment strategies to appeal to family offices.
IP Transfer
- Offer intellectual property transfer, such as financial education or asset class insights, to enhance your value proposition.
- Some family offices prioritize IP transfer, viewing it as a key benefit of the partnership.
Client Service
- One family office significantly increased their allocation with a manager due to exceptional client service.
- Providing high-level service, including access to skilled professionals, can lead to expanded relationships.