“Investment Committee ABC”  By Alexander Degwitz For The NMS Management Investment Bulletin for the Endowment & Foundation Community January 2018
Exfin Corp Exfin Corp

“Investment Committee ABC” By Alexander Degwitz For The NMS Management Investment Bulletin for the Endowment & Foundation Community January 2018

Guiding Principles that we aspire to live by:

“Our enterprises and their assets have the fundamental purpose of creating the conditions for their stakeholders to develop their full potential.”

“The will of the group will always prevail over the will of any of its members.”

“We are responsible custodians to the wealth of our descendants.”

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KNOWLEDGE: The Many Faces of the Family Office
Exfin Corp Exfin Corp

KNOWLEDGE: The Many Faces of the Family Office

In conventional practice, family offices focus their attention on asset management for a simple reason: that is where the money is. As a consequence, an FO’s duties that may have great impact on the success of the business and transcending role as an instrument to foment family unity is often undermined. Since there is more than enough published works about the family office as the asset manager, my focus will be to introduce the FO’s potential to fill a role that is more impactful to the success of the family business itself.

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