Despite the growth of family offices and increased access to alternative investments, many families still struggle to approach portfolio construction with an institutional mindset. In this episode, Martin Gross shares insights from decades in the alternatives space, highlighting where family offices often fall short—and what separates disciplined investors from the rest.

The conversation explores the gap between perceived and actual expertise, particularly when wealth creators transition from operating businesses to managing financial assets. Martin discusses common missteps, including under-allocating to hedge funds during strong markets, pursuing direct deals without sufficient experience, and failing to build structured investment processes.

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This episode is sponsored by High Road Hiring.

High Road Hiring is a boutique recruitment consultancy serving high-net-worth households, family offices, and founder-led enterprises. They provide executive and personal search, estate staffing, and strategic hiring advisory, delivering rigorously vetted talent aligned with your culture and long-term vision. Learn more at highroadhiring.com