Best Practices in Institutional Family Office Investment Management

By Raphael Heynold and Stan Miranda

4 May 2023

This whitepaper was written for both individuals looking to set-up a family office as well as existing family offices who are interested in benchmarking their existing set-up with that of others. This topic is inherently complex given the many different iterations of family offices, their purpose, objectives and the structure of the families whose wealth they manage.

This paper is not aiming to provide off-the-shelf solutions, but rather to share what we have seen work well for some of the more successful family offices, be it those still managing an operating business, those purely acting as financial investors, those focused on philanthropy only or those dealing with a combination of these. Like any organization, institution or army battalion, family offices benefit from having a clear vision, purpose and mission. Armed with this clarity, the family office has a distinctly better chance of planning and deploying the best strategy for achieving their purpose.

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