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The Journal of Wealth Management

The Journal of Wealth Management

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Article

A Multi-Family Office (MFO) ‘Investment Manifesto’

Scott Welch and Jamie McIntyre
The Journal of Wealth Management Spring 2015, 17 (4) 9-20; DOI: https://doi.org/10.3905/jwm.2015.17.4.009
Scott Welch
is co-founder and former CIO of Fortigent, LLC and founder of Unconstrained Thought in Washington, DC. scott.welch@unconstrainedthought.com
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Jamie McIntyre
is co-founder and former CEO of Fortigent, LLC and founder of Rewire Capital in Washington, DC. jamie@rewirecapital.com
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Abstract

How should advisers and multi-family office (MFO) professionals serving investors and families be building portfolios and running their businesses? How can they help clients to achieve evolving goals and objectives and/or take advantage of industry trends? Are there “best practices” among successful, profitable, and fast-growing advisers that can be identified, analyzed, and adopted? This article is a summary of six available tools or solutions available to MFOs that can empower them to build portfolios and manage practices that are well-positioned to address the sophisticated and evolving demands of the HNW families of the future.

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The Journal of Wealth Management: 17 (4)
The Journal of Wealth Management
Vol. 17, Issue 4
Spring 2015
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A Multi-Family Office (MFO) ‘Investment Manifesto’
Scott Welch, Jamie McIntyre
The Journal of Wealth Management Jan 2015, 17 (4) 9-20; DOI: 10.3905/jwm.2015.17.4.009

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A Multi-Family Office (MFO) ‘Investment Manifesto’
Scott Welch, Jamie McIntyre
The Journal of Wealth Management Jan 2015, 17 (4) 9-20; DOI: 10.3905/jwm.2015.17.4.009
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  • Article
    • Abstract
    • OUTSOURCE YOUR CHIEF INVESTMENT OFFICER
    • BUILD THEMATIC OR ‘WHY VERSUS WHAT’ PORTFOLIOS
    • OPTIMIZE ACTIVE MANAGEMENT FEES
    • ACTIVELY ADOPT AND EMBRACE UNIFIED MANAGED ACCOUNTS (UMA)
    • TAKE FULL ADVANTAGE OF THE EVOLUTION OF ALTERNATIVE INVESTMENTS
    • USE TECHNOLOGY AND PERFORMANCE REPORTING AS A BUSINESS DEVELOPMENT AND CLIENT EXPERIENCE TOOL
    • SUMMARY: FOCUSING ON SIMPLICITY, THE CLIENT EXPERIENCE, AND THE LEFT SIDE OF THE DECIMAL POINT
    • ENDNOTES
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