Single Family Office And The Ultimate Wealth and Legacy Protector Aug19

Posted by & filed under Hedge Fund Investors, Marketing Tips, White Papers/ Thought Pieces.


The vast majority of the more than 56,500 families around the world with net worth of $100 million and up and more than 16,500 with upwards
of $250 million have yet to create a single family office (SFO). Many families understand that SFOs provide the ultimate in privacy, control and customization. Their resistance to creating one often stems from a mistaken belief that SFOs are exorbitantly expensive to operate than outsourced investing and other services

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(Humorous) Perspective on the Due Diligence Process Aug11

Posted by & filed under Hedge Fund Investors, Hedge Fund Marketing, Marketing Tips.


After spending some quality time with managers and investors recently, I’ve come to realize that, while they have a lot of respect for one another, they also have a lot of frustration with one another’s due diligence processes. Here’s their thoughts about each other’s due diligence in a (somewhat sarcastic) nutshell.

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