Bill Bolen

How Do You Know If Your MFO Firm Can Really Deliver SFO Services?

In prior blogs in this HB Family Office series, we have talked about the definition…

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Pros And Cons Of A Single-Family Office (SFO) Vs. A Multi-Family Offices (MFO)

In past blogs, we have reviewed what it means to have a family office of…

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Should I Have My Own Single-Family Office? What NOT To Consider For That Decision

At some point, most wealthy families are told by somebody at a party, conference, or…

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What Is A Single-Family Office Vs. A Multi-Family Office?

Having better defined a family office in our last communication, if interested in family office…

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What Is A Family Office?

As a wealthy family, the question of whether to have a “family office” will inevitably…

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The above is not a recommendation to purchase or sell a particular security and is not legal, investment or tax advice. Results are not guaranteed. All investing involves risk.

Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.