A Guide to the Outsourced Family Investment Office | With Caspar Helmore

Описание: For the eighth episode of our podcast, Kitty Tait welcomes Caspar Helmore for a discussion about our Outsourced Family Investment Office (OFIO), a service that provides families with oversight of their investment assets under a unified strategy, coordinating positions across asset classes and investment relationships.

Caspar takes Kitty through the four corners of our OFIO offering, from consolidated investment strategy and counterparty coordination to governance and manager oversight. The pair delve into how we remove the burden of asset allocation for clients and support them through periods of intergenerational transition.

About Our Guest
Caspar Helmore is a specialist in advising families on the design and implementation of Outsourced Family Investment Office solutions. With extensive experience supporting families through liquidity events and complex wealth transitions, Caspar brings deep expertise in governance, investment oversight and intergenerational planning. Listen on to gain valuable insight into how families can build a sustainable and resilient wealth framework.

Disclaimer: Private Capital is not suitable for retail ordinary clients. This is not a recommendation, offer or solicitation to buy or sell an investment. Issued by Stonehage Fleming Investment Management Limited (SFIM) Authorised and regulated by the Financial Conduct Authority (194382).

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Timestamps:
00:00:11 Introduction to the Episode
00:00:44 What is an Outsourced Family Investment Office
00:02:25 Differentiating OFIO from Other Discretionary Offerings
00:03:56 Complexity and Customization in OFIO
00:05:21 Supporting Families Post Liquidity Event
00:06:28 Integrating Existing Advisors and Family Infrastructure
00:08:30 Scalability and Collaboration with Family Office Teams
00:10:11 Life Cycle of Single Family Offices
00:12:06 Commonalities Among OFIO Clients
00:13:39 Next Generation Perspectives and Preparation
00:16:07 Encouraging Next Generation Investment Involvement
00:18:10 The Value of the OFIO Network and Peer Learning
00:20:43 Closing Remarks and Contact Information