October 20, 2025
As family offices evolve, many are rethinking how best to balance control, cost and investment expertise. Our latest paper explores the rise of the Outsourced Chief Investment Officer (OCIO) model — a governance approach that allows families to retain strategic oversight while gaining institutional-level insight, access and efficiency. For principals and trustees managing significant assets with lean teams, the OCIO framework can offer the best of both worlds.
Read the full paper below to learn how the OCIO model is reshaping investment governance for modern family offices.
To continue reading the report in full, please download the full PDF document below:
