Hopewell Capital Corporation (“HCC”), established in the mid-1990s, is approaching its 30th anniversary. From its inception, the entire Hopewell group has embraced a philosophy it calls “happy money.” It’s a belief that drives them to create mutually beneficial, long-term partnerships where all parties thrive. As HCC’s assets under management expanded across multiple asset classes, it became increasingly difficult to track them all using manual methods. This case study delves into how MyFO helped them gain a consolidated view of all assets to support better capital allocation and preservation decisions.
Why Family Offices Are Turning to Alternative Investments
Family offices are increasingly allocating capital to alternative investments. Traditional stock and bond portfolios no longer offer the returns or diversification families seek.
Why Alternatives Appeal
- Higher Return Potential: Access to early-stage deals and private equity.
- Diversification: Reduced reliance on public markets.
- Alignment with Values: Ability to invest in impact-driven ventures.
Common Alternative Investments
- Private Equity and Venture Capital
- Real Estate
- Sports Ownership and Media Rights
- Infrastructure and Energy Projects
Risks to Consider
- Illiquidity compared to public markets.
- Higher due diligence requirements.
- Market volatility in sectors like venture.
Conclusion
Alternative investments are reshaping family office portfolios. With the right governance and risk management, these assets can generate strong returns while aligning with long-term family values.
How Hopewell Capital gained a consolidated view of all assets with MyFO
Hopewell Capital Corporation (“HCC”), established in the mid-1990s, is approaching its 30th anniversary. From its inception, the entire Hopewell group has embraced a philosophy it calls “happy money.” It’s a belief that drives them to create mutually beneficial, long-term partnerships where all parties thrive. As HCC’s assets under management expanded across multiple asset classes, it became increasingly difficult to track them all using manual methods. This case study delves into how MyFO helped them gain a consolidated view of all assets to support better capital allocation and preservation decisions.



