Episode

E350: How Family Offices Quietly Build Generational Wealth

Podcast
How I Invest with David Weisburd
Published
Apr 17, 2026
Duration seconds
1892
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https://howiinvestpodcast.com/episodes/00ZP4qd1ZKZ
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Summary

Is the real edge in investing not picking assets but structuring how you allocate capital? Terence Thompson is a Vice President of Investments at DF Enterprises, about how single family offices think about portfolio construction, liquidity, and structural alpha. We break down why Terry uses a total portfolio approach, how family offices create edge through flexibility, and why being a liquidity provider during market stress is one of the most powerful strategies. We also discuss concentration risk in public markets, the evolution of private markets, and how allocators can think about illiquidity, secondaries, and niche opportunities.