Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Are Outperforming Endowments
Lucas and Luna unpack the quiet shift in institutional investing: why single-family offices are delivering higher returns than university endowments and pension funds. Lucas walks through the structural advantage of patient capital, a case study on the Baupost Group's 20-year track record, and why liquidity constraints actually help family offices compound wealth. Luna challenges the framing with data on endowment underperformance, then they discuss how wealthy families are pulling capital from traditional asset managers to build internal teams. Specific numbers: the 12.4 percent…
The skinny
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