The Family Office Sherpa My Investment Office Set Up If I Had A $200M Liquidity Event
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Jun 23, 2025 After a hypothetical $200M liquidity event, Shaun details how to structure an investment office for success. He emphasizes the importance of a strategic framework, covering investment policies, legal structures, and cybersecurity. The discussion also highlights building strong relationships within family offices, stressing clear investment strategies to avoid misunderstandings. Adaptability and alignment with personal values are key for effective governance and delegation.
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Imagining A $200M Liquidity Event
- Shaun imagines selling Hall Road Investments and receiving a $200M liquidity event.
- He frames the exercise as planning an investment office after such a sale.
Leverage Others' Scale, Not Big Mandates
- $200M can still be subscale for big managers, so leverage aggregation rather than large direct mandates.
- Use counterparties' scale and research while keeping control of portfolio decisions you value.
Make The Investment Committee Central
- The investment committee is the governance hub that enforces policy and holds counterparties accountable.
- Make the committee a prompt, constructive group rather than a bureaucratic bottleneck.