Family Office Consolidated Reporting: The Value of Information vs. Data
Marc J. Sharpe & Seth Morton
A Pre-Socratic Lesson in Consolidated Reporting for Family Offices
The philosopher Zeno of Elea produced
Family Office Direct Investing Survey
Marc J. Sharpe & Seth Morton
In 2018, investors Mohnish Pabrai and Guy Spier spent $650,100 to have lunch with
A Disciplined Approach to Single Family Office Venture Capital Investing
Here is a familiar story for family office investment teams: an email arrives, perhaps from a principle looking to learn
Family Office Risk Management
A small bit of housekeeping: Please check your spam folder to be sure my
personal email marc@tfoatx.com is
The Family Office Industry: Fact or Fiction?
While family offices come in many shapes and sizes, one universal experience is
that everyone working in a family office
Three Family Office Myths
So much of what people know about family offices come from things they've heard
or read. Many of the ideas
How To Talk With Family Offices
One of the most common questions we're asked is how to have better, more
productive conversations with family offices. In
Family Wealth in Three Generations: Fact or Fear Based Marketing?
Marc J. Sharpe & Seth Morton
First generation families who are in the process of building a family office
often receive
Impact Investing: What Family Offices Must Consider
John D. Rockefeller retired in 1897, at 56 years old, having accumulated more
private wealth than anyone in the history
The Story of TFOA (and how it came to be)…
Introduction
From the outside looking in, The Family Office Association (“TFOA
[www.tfoatx.com]”) is a close-knit network of single
