Wisdom Trading is excited to offer a Family Office division that caters to high net-worth groups, endowments and family offices. We believe that when participating in the futures markets at an institutional level you should have a portfolio and strategy that are specifically designed around you.
A larger capital investment allows you to trade a portfolio designed around a specific risk reward scenario for your family office, in lieu of settling for a program that is predetermined and traded for a broad market of investors. Market selection, risk per trade, position sizing and profit taking are instrumental to performance.
In addition to customized portfolio and management, family offices must carefully consider fees and taxation of investments. When choosing an investment within the futures markets family offices have choices, self-directed account traded by family office or automated system, professionally managed by a licensed CTA or an investment into an LP fund managed by a licensed CTA. There are vast differences on many levels when comparing these options. Along with the consideration of fees charged are the ability to deduct the fees. Having full transparency and holding funds in a segregated account are also crucial factors to consider. Compare the differences between the investment account types below.
IRAs traditional and Roth