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Established more than 30 years ago, the Global Family & Private Investment
Office Practice (GFO) serves the needs of ultra-high-net-worth individuals and their
single family offices and private investment companies.
We believe investing
serves a greater purpose and success is defined by improving investor outcomes. The
GFO team focuses on distinguishing between the risks clients must take to reach their
goals and the risks they are willing to take to achieve investment success. The GFO
investment team will understand, define and measure, in an unambiguous manner, the
risks within a portfolio and how they balance with forward looking, client return
expectations.
Global Investment Expertise with Boutique Service
- 27 dedicated investment professionals (Includes CIOs and ACIOs)
- Over 40 years of advising ultra-high-net-worth families and individuals
- 39 GFO clients representing $12.9 billion in assets
Read our new capital market assumptions research which identifies the key investment themes shifting the global asset allocation, risk and return landscape over the next five years.