Michael Phipps
speaker
218 appearances
1 recordings
1 series
first heard Jan 2026
last heard 30 Jan
Michael Phipps’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
One is
access to broader investment opportunities.
You know, at sub $250 million in scale, it's difficult to source and underwrite truly differentiated investments, especially alternates.
You have minimum check sizes, operational complexity, and manager access often locks smaller families out of the most, what we view as compelling private equity, credit, and real asset opportunities.
And so a larger platform solves this by offering the institutional quality deal flow, shared due diligence, and the ability to invest alongside a scaled capital base.
So that's one.
Two, it actually, if you're joining a larger platform, you're lowering your cost and you're upping, have higher quality infrastructure.
Running a family office is expensive.
With limited AUM, it's hard to justify best-in-class technology, research, reporting systems, or a full in-house investment and tax team.
And larger platforms spreads those costs across many families, given each one the infrastructure they'd expect at a multi-billion dollar institution, but at a fraction of the cost.
The third area...
for those 250 million family offices to think about is that a larger platform would give you some strength in governance, risk management, and continuity.
Smaller family offices, they often depend on really a handful of key individuals.
So you have some real concentration risk in that respect.
And a platform ends up bringing you depth within governance frameworks, compliance oversight, succession planning, and consistent processes that then can help you protect that wealth across
multiple generations.
The final point I would say, like the simple advantage would be that a larger platform gives the family the ability to stay focused on what matters most.
For many families, the goal of a family office is not to run an investment firm.
It's to preserve and grow wealth while allowing family members to focus on their lives, their businesses and philanthropy.
Being part of a strong platform offloads that operational burden and can deliver peace of mind.
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