2023 Family Office Research Reports
By Marc J. Sharpe
I’m delighted to be teaching an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at SMU Cox School of Business this year. One of the things I hope to achieve is to dispel some of the myths that surround family offices. For one thing, I can’t help but feel like the term “family office” has become one the most misused, overused, and poorly used terms in finance.
As anyone who has read TFOA’s free library of family office related whitepapers will attest, we at TFOA remain big skeptics when it comes to classifying ‘family offices’ as an industry. Indeed, the most common platitude that you’ll come across when researching the family office ecosystem is that “if you’ve seen one family office, you’ve seen one single family office.” Therefore, it stands to reason that ‘family offices’ are simply just a market segment that the private wealth industry uses to organize their sales and marketing teams within their own firms, rather than a true industry category in its own right.
Now, having said that, our friends on Wall Street are spending significant dollars on building their family office practices and producing extensive research reports on a range of family office issues. And so, without endorsing any of the firms producing these reports, I’m delighted to share the fruits of their labor with TFOA’s loyal readers.
Please click on the image below or the following link to access the reports: Reports
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What distinguishes TFOA from the many other family office groups is that we’re a true peer network and are not looking to monetize our relationships. A high level of trust has been built up within the group, and we adhere to a strict code of conduct around privacy, confidentiality, and non-solicitation. Members of the group are not actively marketing products or services to other members, although co-investment activity does take place. The group is for education, networking, pooling diligence, selective co-investment, and a resource for family office professionals to share ideas, deal flow and best practice. We host a closed-door, annual symposium for family office principals and professionals and convene a select number of private events for members to hear from world class speakers and investment managers on a wide range of topics. We’ve been fortunate to have experts in a host of areas from exceptional organizations across a broad swath of industrial, commercial, financial, and non-profit sectors. More information is available at www.tfoatx.com
The Family Office Association ("TFOA") is an affinity group dedicated primarily to the interests of Single Family Offices. TFOA is intended to provide members with educational information and a forum in which to exchange information of mutual interest. TFOA does not participate in the offer, sale or distribution of any securities nor does it provide investment advice. Further, TFOA does not provide tax, legal or financial advice. Materials distributed by TFOA are provided for informational purposes only and shall not be construed to be a recommendation to buy or sell securities or a recommendation to retain the services of any investment adviser or other professional adviser. The identification or listing of products, services, links, or other information does not constitute or imply any warranty, endorsement, guaranty, sponsorship, affiliation, or recommendation by TFOA. Any investment decisions you may make based on any information provided by TFOA is your sole responsibility. The TFOA logo and all related product and service names, designs, and slogans are the trademarks or service marks of Texas SFO Association, LLC. All other product and service marks on materials provided by TFOA are the trademarks of their respective owners. All of the intellectual property rights of TFOA or its contributors remain the property of TFOA or such contributor, as the case may be, such rights may be protected by United States and international laws and none of such rights are transferred to you as a result of such material appearing on the TFOA web site. The information presented by TFOA has been obtained by TFOA from sources it believes are reliable. However, TFOA does not guarantee the accuracy or completeness of any such information. All such information has been prepared and provided solely for general informational purposes and is not intended as user specific advice.
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