What is the Role of a Family Office CIO?

In this episode of The Investor Relations Podcast, Josh Wilson speaks with Brian Adams about the evolving investment strategy of single family offices—particularly the shifting role of the Chief Investment Officer (CIO). Brian outlines a growing trend: moving away from traditional active management and toward more direct, collaborative investment approaches.

Family offices are increasingly building in-house investment capabilities focused on co-syndication, direct deal flow, and partnering with other families or sponsors. This pivot is often driven by a desire for greater transparency, reduced fees, and improved post-tax outcomes. The conversation offers a clear look at how families are reshaping their approach to capital deployment in today’s market.

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Disclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The content of this podcast is for informational and educational purposes only and should not be considered legal, financial, or compliance advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners should consult their own legal counsel, compliance teams, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.

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