What is a Chief Investment Officer (CIO) in a Family Office?
A Chief Investment Officer (CIO) in a family office is responsible for overseeing the family’s investment strategy, asset allocation, and portfolio performance. They manage direct investments, alternative assets, and risk exposure while aligning financial decisions with the family’s long-term goals.
Why the CIO Role Matters in Family Offices
As investment complexity grows, a dedicated CIO ensures strategic decision-making and risk-adjusted returns. Key responsibilities include:
- Portfolio Management: Diversifies investments across equities, fixed income, and private markets.
- Risk Assessment: Evaluates market risks and hedging strategies.
- Manager Selection: Identifies and oversees external investment managers.
Further Reading & Resources
- Portfolio Management for Family Offices – How CIOs structure family wealth for long-term success.
