Active portfolio management


There are two types of family offices



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ACTIVE PORTFOLIO MANAGEMENT
There are two types of family offices:
A single-family office - supports one affluent individual or family,
Isa rin syang private wealth management na naghandle sa mga personal high network nang may isang may kakayahang pamilya o individual. At isa lang din yung knailang minamanage na asset portfolio.
Multifamily office - multiple families and individuals and more prevalent due to economies of scale that allow for cost-sharing among the clientele.
Marami silang minamanage na portfolio or asset nang pamilya at kumukuha din sila nang mga maliit na bilang na family pra sa economic scale na nagaallow para sa mga cost sharing nang mga client. Ang Important responsibility sa familyoffices is ine educate nila yung mga susunod na generation para mag handle o magmanage nang kanilang wealth.
How Private Wealth Management Works
Most private wealth management wala silang binabayaran na fees pero yung mga wealth manager kumukuha sila nang portion asset nang mga invetors. At nakafocus sya sa dalawang type ng financial advisor which is freebased and traditional commission based advisors. Mostly sa mga firms under private wealth management ay free based kaya mas gusto sila nang mga HNWi since they have a fiduciary duty to their clients where in hindi nag aalok basta basta nang investment na hindi pasok sa need mo as an invetors.
Sa commissioned based advisor naman mas pinupush nila yung mga investors toward front end and back end load mutual funds. Although may online services na hindi available na hindi ganong kamahal mas prefer pa rin nang mga HNWI yung mga pumupunta talaga sila sa mga freebased advisor kahit na may kamahalan since mas wealth personalized sila at mas inuuna nila yung needs ni client.
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