Episode Details
Back to EpisodesEp 1 – Keeping the Family Together: Multifamily Offices Under $300M
Description
Episode 1 of Inside the Family Office: Live Investor Panel
Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the panel and sets the stage for a rapid-fire conversation with experienced investors. KC of Family Wealth Leadership explains why his multifamily office focuses on families between roughly $25M and $300M, how they build diversified portfolios with funds and alternatives, and why his primary investment is in the family itself. He breaks down how foundations and “boots on the ground” philanthropy keep families aligned, and shares a blunt warning about emotional decision-making and over-entitled heirs. Dr. Cook closes by pulling out how he operates as a Family Enterprise Officer, coordinating specialists around each family.
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