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FAMILY OFFICE MONTHLY December 2015

Upcoming Family Office Conferences in 2016

THE SINGLE FAMILY OFFICE elcome to the December edition of Family Office Monthly. We have compiled a number of Wgreat articles and resources for this month’s edition. In the first week of December we SUMMIT held our annual two-day Family Office Super Summit which drew more than 550 attendees and 60+ family office speakers. We are already filling up our annual Single Family Office Summit, hosted at the Edison Ballroom in New York City on February 25th, so let us know if you are February 25th interested in attending or speaking as a family office. Edison Ballroom, Beyond the events, we hope you access our extensive family office resources such asF amily Office Monthly, database solutions, family office training programs, webinars, and more. If you would Times Square, NYC like to learn more about how we can work with you and your family office, please contact our client services specialists at [email protected] and by phone (212) 729-5067.

The #1 Frustration for Billion-Dollar A Look Inside the Single Single Family Offices Family Office I was recently interviewed in a magazine on I’ve met with more than 1,000 single family my work with billionaire families and their offices around the world over my career and I single family offices. The interviewer asked interviewed dozens to inform the Single Fami- me: “What is the #1 frustration that you hear ly Office Book. For those who don’t meet with about while working with families that have many single family offices, ...Page 4 over $1B in wealth to manage?” ... Page 2 George Soros Family Office Hires Why use a Private Jet for your Ted Burdick as CIO Family Office business? When George Soros hires you to manage his Award winning , Captain Jerry Perelman, , you probably know a thing or two Reserve your seat today explains how competitively priced Private Jets about investing. That’s what Soros Fund Man- and other aircraft can increase productivity, agement, the billionaire single family office, is http://FamilyOffices.com/SFO expand business meeting scheduling, and be hoping in selecting Ted Burdick as the firm’s very cost effective... Page 3 next chief investment officer ...Page 6 www.FamilyOffices.com E-Mail: [email protected] (212) 729-5067

THE #1 FRUSTRATION FOR The Single BILLION-DOLLAR SINGLE FAMILY OFFICES Family Office You can order your copy of this Single Family Office book I was recently interviewed in a magazine on my on Amazon here: http:// work with billionaire families and their single www.amazon.com/The-Sin- gle-Family-Office-Investments/ family offices. The interviewer asked me: “What dp/1503345033/ is the #1 frustration that you hear about while working with families that have over $1B in wealth to manage?” Here’s my response:

The top challenges we see faced by $1B+ families of managing a diverse investment portfolio--as are access to talent, access to high-quality and well as the familyoffice as a whole. well-screened deal flow, and good relationships All of these families are either looking for talent, with partners who understand their business. or trying to replace someone on their team, and These concerns all have a central issue: inability many can barely keep up with the due diligence If you want to listen to one of for billion-dollar families to attract the resources demands when it comes to selecting public the interviews included in this (be it deal flow, staff, or service providers) that market and hard assets. book, visit SingleFamilyOffices. perfectly match their unique needs. com/audio2 to download a free Even one $1B+ Middle Eastern family that mp3 recording. Families of this size tend to have high I have gotten to know well doesn’t have the expectations for theirfamily office but those resources they feel they need to keep up with Looking to meet other single expectations may prove too lofty if the family their ambitions to invest globally in hedge family offices in person? isn’t equipped to meet the demands of a funds, private equity, hard assets, and operating Family Office Club hosts many billion dollar enterprise. In my experience, much businesses. live conferences through-out the of the single family office’s success or failure at year in great locations like this level comes from the top. In short, the desire of many families to improve Manhattan, Singapore, and and diversify further often far exceeds their Miami. At least once a year, we Hiring the right CEO is a major challenge for available resources, and this can stress already host an exclusive gathering for single family offices because this person must be constrained resources and burn out executives at single family offices nda affluent familiar with running (and building on) a large the top level. families to meet, share experi- portfolio, vetting service providers and keeping ences, and build relationships. costs in check, hiring and managing staff, and I am hosting our annual Single Family Office navigating family issues that may not come up in Summit in NYC on February 25th so that single traditional business roles. family offices like those I mentioned in my interview can have a chance to share resources, Many families want to get to know someone over increase their deal flow, and learn from the 25+ a year or two at least, if not three to five years, single family office executives speaking on stage. before hiring someone and this complicates If you’d like to participate, contact (212) 729- everything as well. 5067 or register online: http://FamilyOffices. com/SFO Those families with over $1B in assets have exponentially greater challenges. At $1B in If you would like to be con- wealth, every single family we work with is sidered for membership (free to looking for more co-investment work, or are in single family offices) please Richard C. Wilson the process of an acquisition or preparing for a contact us: http:// divestiture. CEO & Founder Family Office Club FamilyOffices.com/Association 212-729-5067 That narrows the potential talent pool even [email protected] E-Mail: more, as you not only need a dynamic leader who 77 Harbor Drive #76 [email protected] can manage the family office effectively, but you Key Biscayne FL 33149 Telephone: (212) 729-5067. also need a strong CIO or a CEO who is capable http://FamilyOffices.com

2 | Family Office Monthly WHY USE A PRIVATE JET FOR YOUR FAMILY OFFICE BUSINESS?

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A LOOK INSIDE THE SINGLE FAMILY OFFICE

I’ve met with more than 1,000 single family offices around the world over my career and I interviewed dozens to inform the Single Family Office Book. For those who don’t meet with many single family offices, there is always a bit of mystique over how these firms operate and what the typical day-to-day is for a single family office - so I wanted to share my thoughts on this topic.

An average-sized family office team consists of a CEO Speaking with other family offices and investors (often a family member), a CIO, and one to two analysts or 5 with similar investment portfolios and challenges, associate level team members. In this case, the day-to-day and sharing best practices with others. If this activities include: activity is ignored, then the team will grow stale and they will be slow to respond and take tactical moves Ensuring that the business of the single family to defend the portfolio. 1 office is being taken care of, employee issues are resolved, the business is stable, cash on hand is Creating documentation and reports needed for adequate for payroll, etc. These are small issues, but 6 accounting and taxation purposes. Additionally, they can chew up a lot of time as the investments single family offices prepare a weekly, monthly, or grow more complex and the team expands. quarterly report to send to the family. Often times, this reporting process is complex and requires Looking at incoming deal flow, fund manager expensive or custom-built software solutions to 2 pitches, direct deals, etc. At well-known single capture an accurate picture of where the money is family offices, staff must coordinate and prioritize invested right now and what those investments are relationships amid a constant flow of in-person worth. meetings, a bloated email inbox, and a seemingly endless barrage of phone calls. To manage the Coordinating with outside tax, insurance, risk chaos, you will have to implement processes to 7 management, or investment consultants on quickly evaluate the opportunity, deflect those specific transactions on the horizon, pending legal deemed to be wastes of time, and have junior agreements, or private placement opportunities analysts screen the promising deals. being considered.

Conducting in-depth due diligence. This means Creating reports and working with reporting 3 following a due diligence process aimed at ensuring 8 systems to communicate investment returns to that any fund manager selected or investment made stakeholders in the single family office. fits within the family mandate and meets the family and CIO’s criteria. This is critical to avoid frauds, If you want to learn more about how single family offices underperforming fund managers, and wild goose operate, we’re hosting a conference on February 25th, chases running after poorly structured investment the annual Single Family Office Summit in NYC: banking deals. http://FamilyOffices.com/SFO

Monitoring the markets and portfolio. The degree 4 of work here will vary based on how closely the family is involved in directly investing in the public markets or other liquid securities. Monitoring direct Richard C. Wilson investments, real estate, and private equity funds is CEO & Founder also a component of the total portfolio monitoring Family Office Club activity. 212-729-5067 [email protected] However, direct investments rarely require daily 77 Harbor Drive #76 attention, unless the family office has employed a Key Biscayne FL 33149 Chief Direct Investment Officer (CDIO) to cover http://FamilyOffices.com that area.

4 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

HOW ASIAN FAMILIES CAN PROTECT THEIR WEALTH FOR FUTURE GENERATIONS

With all the wealth that has been created in Asia, it is no wonder that there has been a wave of new family offices. Asian families are seeing the benefits of the family office model, such as protecting their wealth for future generations, managing assets, and centralizing all the services needed by the family.

Kate Hudson, a partner at Ogier in Hong Kong, wrote an interesting piece on how family offices can help wealthy Asian families protect their fortunes for future generations. It’s worth reading the article here if you have time but I wanted to share a helpful figure in the piece that shows an example of a family office structure.1

As you can see, in this example, the family has multiple levels and must manage the core family office, various assets and SPVs, in addition to a fund platform or outsourced fund management.

This really brings home the complexity of a family office and why families around the world are turning to the model to manage their wealth.

1. Hudson, Kate. “Family Offices in Asia - How Wealth Can Survive the Third Generation.” Ogier. http://www.ogier.com/publications/family-offices- in-asia-how-wealth-can-survive-the-third-genera- tion?utm_source=Mondaq&utm_medium=syndica- tion&utm_campaign=View-Original

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ur next webinar is an educational presenta- We’re covering all the important family office Otion on raising capital and funding private issues in Charter Member webinars, the upcoming deals. You can attend that webinar for free as a annual Single Family Office Summit, and through Charter Member or register to attend here: http:// educational resources like Family Office Month- FamilyOffices.com/Webinars Members can also ly so be sure to receive the latest by joining the access dozens of hours of content through our Family Office Club:http://FamilyOffices.com/ webinar recording library. Association

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GEORGE SOROS FAMILY OFFICE HIRES TED BURDICK AS CIO

When George Soros hires you to manage his money, you probably know a thing or two about investing. That’s what Soros Fund Management, the billionaire single family office, is hoping in selecting Ted Burdick as the firm’s next chief investment officer. Burdick succeeds Scott Bessent, who recently left to start a hedge fund, after the latter managed the $30 billion family office for four years.1

This is an in-house promotion as Burdick was hired more than 15 years ago by Soros Fund Management as an analyst and most recently ran the family office’s distressed debt and arbitrage units. As we reported in last month’s edition, family office CIOs are in high-demand and at a multi-billion dollar single family office like Soros Fund Management, a CIO can command base salary of more than $400,000 and total direct compensation of $650,000.2

1. CIO. Soros Picks New Family Office CIO. January 6th, 2016. http://www.ai-cio.com/chan- nel/NEWSMAKERS/Soros-Picks-New-Family-Office-CIO/

2. Fidelity Investments.2015 Insights on Family Office Executive Compensation study (Septem- ber 2015). https://familyoffice.fidelity.com/app/proxy/content?literatureURL=/9860891.PDF

RAPHAEL GEMINDER ESTABLISHES FAMILY OFFICE

Australian billionaire Raphael Geminder has established his own family office to manage his assets and wealth generated from his packaging empire. The family office will go by Kin Group and seeks to make investments in a number of businesses.

"Geminder Holdings will remain the ultimate holding company late Richard Pratt, together own 44 per cent of the listed Pact for his suite of private companies, whose names include invest- Group, the nation’s biggest plastic packaging manufacturer. ment entity Bennamon, commercial printing outfit P’Auer and property group Centralbridge. Pact raised $649 million from investors when it floated on the ASX last year." MrGeminder also owns stakes in several unlisted private com- panies. Damon Kitney. Geminder Sets up Family Office. Business Spectator. December 29, 2015. http://www. Kin Group is expected to be formally launched in the next two businessspectator.com.au/news/2015/12/29/indus- months. MrGeminder declined to comment on his plans. tries/geminder-sets-family-office

The billionaire and his wife Fiona, one of two daughters of the

6 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

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7 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

BEST STRATEGY FOR HEDGE FUNDS: TRADE IN THE HEDGE FUND FOR A FAMILY OFFICE

Perhaps the biggest story of 2015 was the trend of hedge funds converting to family offices, as we’ve covered repeatedly in this magazine. From Steven Cohen at SAC Capital (now Point72) to Scott Bommer (who recently decided to return capital to SAB Capital investors and start managing his own wealth), hedge fund managers and hot traders are seeing the value in the family office model. There are myriad reasons behind this shift including regulations, taxes, pressure to perform, costs, lifestyle, and an uncertain trading environment.

Business Insider had a good piece summing up why hedge funds might convert to a family office.

There are a few reasons why a hedge fund manager might transition to a family office, Stan Altshuller, the cofounder and chief research officer of hedge fund data firm Novus, told Business Insider. The first is the challenging investment environment.

“The most recent bull run has been uncharacteristically difficult for hedge fund managers,” he told Business Insider.

He gave for a bunch of reasons for why it has been so difficult, ranging from limited dispersion between equities, which makes it difficult for manager to make long/short bets, to concerns around global growth that have impacted macro-fund managers. And then there is the problem of crowded trades.

Here is Altshuller (emphasis ours):

“These days there are more talented, hungry, driven investors looking for alpha than ever before. And they are find- ing limited opportunities and jumping on them. This creates crowded trades that were a major culprit in the 2015 hedge fund underperformance. Once managers get by, say, an energy price shock, they pare back their risk and realize that their perceived liquidity just dried by since everyone else is selling too. That’s when crowded trades can cut deep into manager returns – and they need to curb those losses because investors will scrutinize monthly numbers. They become short termist forced sellers, not a life any manager wants to live.”1

Whatever the reasons, we’ve seen a number of high profile money managers decide to return capital and many are setting up as a family office, including John Thaler of JAT Capital, Michael Platt of BlueCrest, Stanley Drucken- miller, and the aforementioned legend George Soros. It will be interesting to see how these family offices fare and whether they will continue to struggle in today’s trading environment.

1. La Roche, Julia. “The Hot New Hedge Fund Strategy – Stop Being a Hedge Fund.” Business Insider. http://www.businessinsider.com/ family-office-hedge-fund-trend-2015-12

8 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

IT’S OFFICIAL: PATHSTONE FEDERAL STREET MERGE

As we look back at 2015, another trend we reported on was consolidation in the wealth management and multi-family office world. If one needed a reminder, look no further than the recently announced merger of Federal Street Advisors and Pathstone Family Office.

“This marks an exciting new chapter for us — it “Our partnership and expanded services expands our capabilities and offerings in wealth provide significant opportunities for our management,” said Steve Braverman Co-CEO employees to grow and uniquely contribute to of Pathstone Family Office and the new the individual outcome of each client.” Pathstone Federal Street.“We feel this combination of talents, founded on a strong Matthew Fleissig of Pathstone Family Office mutual heritage of multigenerational will become President of the new organization, stewardship and independent advice, will offer joined by Eric Godes and Jennifer Murtie of broader perspective, deeper services and a Federal Street Advisors who will share the robust organization built for the long-term.” Chief Operating Officer title at Pathstone “Pathstone Federal Street integrates and Federal Street. Jennifer will also serve as the leverages each organization’s strengths and firm’s Chief Marketing Officer. expertise,” John LaPann, Founder of Federal Kristin Fafard of Federal Street will continue as Street Advisors and Chairman of the new Chief Investment Officer for the combined organization. organization. Matthew Sher will serve as the “Pathstone combines its solid legacy in new firm’s Chief Compliance Officer and Chief providing integrated family office services, state- Technology Officer. of-the-art technology and operating efficiencies with Federal Street’s long-respected internal In addition, Pathstone Federal Street is proud manager research, due diligence process, and to name new Managing Directors: Daniel leadership in sustainable and impact investing.” Gross, Kelly Maregni, Janet Mertz, Mark Peters, and Charles Walsh.1 “The combination of the two firms will allow many more opportunities for all our clients as it will leverage the talents of our now 65 employees across our 4 offices serving 190 clients representing in excess of $6.5 Billion in 1. Press Release.FEDERAL STREET ADVISORS MERGES WITH PATHSTONE FAMILY OFFICE. January 5, 2016. http:// total advisory assets,” said Allan Zachariah, Co- www.einnews.com/pr_news/304790690/federal-street-advi- CEO of Pathstone Family Office and the new sors-merges-with-pathstone-family-office Pathstone Federal Street.

9 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

HOW THE WORLD’S WEALTHIEST SAVE BILLIONS

For anyone in the wealth management and family office industry, the notion of tax shelters is familiar. But for the broader public, a recent New York Times article drew new attention to the use of Bermuda tax shelters, tax strategies, and how the world’s billionaires have sought to protect their wealth.

Of course, many corporations have been employing all But tax planning is a core function. While the specific available means, too, to avoid paying more than they have techniques these advisers employ to minimize taxes can to, but this article took aim at the family office vehicle in be mind-numbingly complex, they generally follow a few particular and thus it is noteworthy in our view. simple principles, like converting one type of income into another type that’s taxed at a lower rate." 1 "Family offices have existed since the late 19th century, when the Rockefellers pioneered the institution, and It’s an interesting read, no matter what your view on the gained popularity in the 1980s. But they have proliferated topic is, as it shows what some of the world’s wealthiest rapidly over the last decade, as the ranks of the su- are doing to protect their fortunes. per-rich, and the size of their fortunes, swelled to record proportions…

… Family offices, many of which are dedicated to man- 1. Noam Scheiber and Patricia Cohen. For the Wealthiest, a Private Tax System That Saves Them Billions. December 29, 2015. http:// aging and protecting the wealth of a single family, www.nytimes.com/2015/12/30/business/economy/for-the-wealthiest- oversee everything from investment strategy to private-tax-system-saves-them-billions.html?_r=0 philanthropy.

10 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

30+ JOB OPENINGS IN THE FAMILY OFFICE INDUSTRY

Our team operates the #1 largest family office association and on FamilyOfficeJobs.comyou can see all of the 30+ positions we are helping family offices and wealth management firms currently fill. To apply for any of these positions, please visitFamilyOfficeJobs.com

Senior Planning Strategist Los Angeles, CA Top Tier National Wealth Management Firm seeks Senior Planning Strategist to advise HNW clients on sophisticated wealth planning strategies including estate planning…

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Succession Plan for Retiring Tax Partner Northern, CA Boutique Accounting Firm seeks HNW Accountant to lead client engagements. Manage the process of preparation and review of individual, estate and trust tax returns…

Senior Planning Strategist Northern, CA Top Tier National Wealth Management Firm seeks Senior Planning Strategist to advise HNW clients on sophisticated wealth planning strategies including estate planning…

Tax Director Palo Alto, CA Boutique UHNW Financial Advisory Firm seeks Tax Director to coordinate with clients and their advisors with regards to tax planning, research, compliance, and…

UHNW Tax Manager Palo Alto, CA Boutique UHNW Financial Advisory Firm seeks Tax Manager to review UHNW returns for individuals and family clients. Manage staff and be an internal technical resource…

Family Office CFO / Accountant San Francisco CA A single family office in San Ramon, just outside of San Francisco is looking to hire a new member to the team with at least 5 years of accounting expertise…

UHNW Tax Senior San Francisco, CA Nationally recognized UHNW Multi-Family Office in San Francisco CA seeks Tax Senior with individual tax background to review and prepare UHNW returns for individuals…

Senior Wealth Strategist San Francisco, CA Top Tier National Wealth Management Firm seeks Senior Wealth Strategist to work with HNW and UHNW clientele (10mm-500mm+) regarding sophisticated tax and…

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Wealth Strategist Denver, CO Top Tier National Wealth Management Firm seeks Wealth Strategist to work with High Net Worth (HNW) clientele regarding sophisticated tax and estate planning…

Executive Assistant San Francisco, CA A $500 million+ single family office in San Francisco is looking for a new executive assistant to add to the team. An ideal candidate would possess at least 7 years of experience…

Regional Public Accounting Firm in Jupiter FL seeks High Net Worth Tax Senior or Manager HNW Tax Senior Jupiter, FL with individual tax background to prepare and review HNW returns…

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11 | Family Office Monthly E-Mail: [email protected] (212) 729-5067

Senior Relationship Manager Atlanta, GA 20B+ Private Client division of Top Tier Global Financial Services Firm seeks Senior Relation- ship Manager/Team Lead to work alongside Financial Advisor…

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Boutique RIA seeks Sales Manager to lead the team of two Senior Financial Advisors and their Sales Manager – Boutique RIA Southeastern, MI associates in managing a pipeline of leads, generating new leads…

Established Multi-Billion Single Family Office seeks Trust Attorney to act as Trust Officer Single Family Office Trust Attorney Salem, NH with fiduciary oversight responsibility for complex trusts including…

Multi-Billion National RIA in Parsippany seeks HNW Tax Review Seniors with individual tax HNW Tax Review Seniors Parsippany, NJ background to focus on review of clients returns. Will work with…

Established Multi-Billion Single Family Office seeks Trust Attorney to act as Trust Officer Single Family Office Trust Attorney Reno, NV with fiduciary oversight responsibility for complex trusts including generation skipping…

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Work alongside senior team members in advising high net worth clients (5mm-1B+) on Tax and Wealth Planning Analyst New York City, NY sophisticated wealth planning strategies including estate planning, income tax,…

Prepare returns and tax projections for UHNW clientele (5mm – 1B+) including, gross up Expatriate Tax New York City, NY calculations and tax equalizations…

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12 | Family Office Monthly