Ep 1 – Keeping the Family Together: Multifamily Offices Under $300M

Ep 1 – Keeping the Family Together: Multifamily Offices Under $300M

10:13 Jan 17, 2026
About this episode
Send a textEpisode 1 of Inside the Family Office: Live Investor PanelReal family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Dr. Cook opens the panel and sets the stage for a rapid-fire conversation with experienced investors. KC of Family Wealth Leadership explains why his multifamily office focuses on families between roughly $25M and $300M, how they build diversified portfolios with funds and alternatives, and why his primary investment is in the family itself. He breaks down how foundations and “boots on the ground” philanthropy keep families aligned, and shares a blunt warning about emotional decision-making and over-entitled heirs. Dr. Cook closes by pulling out how he operates as a Family Enterprise Officer, coordinating specialists around each family.? Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.? Learn more at FamilyOffices.comhttps://familyoffices.com/
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