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The Journal of Wealth Management

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Are You Rich Enough for a (Single) Family Office?

Bernd Scherer
The Journal of Wealth Management Spring 2018, 20 (4) 29-32; DOI: https://doi.org/10.3905/jwm.2018.20.4.029
Bernd Scherer
is the head of asset management for a private bank and a research associate at EDHEC Business School in Nice, France
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Abstract

Are you rich enough for a family office? Focusing purely on the financial economics of a family office, the author derives the minimum AUM compatible with the family office’s investment management skills and costs versus the family benchmark alternative as well as its risk aversion. He finds that rules of thumb like “the minimum size for a family office is 100 million” can be grossly misleading. The analysis is equally applicable to choosing the threshold size for in-house asset management.

TOPIC: Wealth management

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The Journal of Wealth Management: 20 (4)
The Journal of Wealth Management
Vol. 20, Issue 4
Spring 2018
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Are You Rich Enough for a (Single) Family Office?
Bernd Scherer
The Journal of Wealth Management Jan 2018, 20 (4) 29-32; DOI: 10.3905/jwm.2018.20.4.029

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Are You Rich Enough for a (Single) Family Office?
Bernd Scherer
The Journal of Wealth Management Jan 2018, 20 (4) 29-32; DOI: 10.3905/jwm.2018.20.4.029
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    • THE FAMILY OFFICE DECISION: MAKE OR BUY?
    • CASE STUDY
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