Video: inside a modern multi family office

The conversation looks inside a modern multi family office, with attention to global investing and deal structuring. It also takes up next generation insights for family capital.

What the conversation covers

A multi family office pools several families under one investment team. Sponsors usually reach that team through a private placement memorandum and a subscription agreement, and the investment committee reads each term against the return targets and liquidity needs of the families it serves. A preferred return near 8 percent and an 80/20 split above the hurdle frame many housing deals. Structure allocates risk. Capital raisers who explain a minimum check of 250,000 dollars and a target 1.5x equity multiple in plain terms tend to shorten diligence.