The concepts of Investment Partnerships and Family Offices (IP/FO) have evolved to encompass a wide range of structures and services for managing large private assets. In the modern era fueled by globalization, the number of IP/FOs has grown dramatically.
With ever more complex holdings, structures, assets, and investment vehicles, the fiduciary needs the IP/FO have come to value include extensive knowledge of their complex organizations, understanding their key investment concerns, optimization of investment administration, and crucial experience with regulatory and tax administration.