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How do I apply and qualify as a non-profit organization?

How do I qualify a Family Office?

  • I manage a HF and on occasion I receive unsolicited interest from Family Offices. How do I effectively qualify/screen a family office? Here were some of the topic areas or questions I thought I would focus on. Are there any big gaps I am missing? People, Organization, and History Separately managed accounts or traditional HF limited partner arrangement? Liquidity requirements? Current Portfolio AUM # of portfolios fee structure Futures, Equities, Fixed Income? Risk/Return characteristics

  • Answer:

    Interesting position you have. To me it boils down to one thing, the people. The type of people will ultimately determine many things, including structure, capital type, expertise, risk strategy, decision making process etc. Once settled, the rest will naturally be done too.

Mervyn Teo at Quora Visit the source

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I agree with Mervyn, I think you qualify them but meeting with them, checking their references, asking who else they have invested in and what that experience was like, etc.  Getting to know someone over 4-7 meetings over 4-6 months can make all the difference and if you add a lot of value to them in the process it almost always leads to referrals from others naturally occuring as you become business friends over time.  Most people who meet with family offices just pitch, so you will stand out if you actually care about helping one of their operating busineses, charitable foundations, or family members.

Richard C. Wilson

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