Inside a Modern Multi-Family Office: Global Investing, Deal Structuring & Next-Gen Insights

Key takeaways

• Sahil puts character and cultural fit first when evaluating a partner. A good relationship can help investors handle unexpected problems in a deal.
• A prior investment experience in which the family office was paid out with a small profit led Sahil to consider lending to the same group later.
• He uses specific technical topics, such as cost segregation and 1031 exchanges, to establish whether people have relevant experience and can speak at the same level.
• Sahil favors credit backed by hard assets, particularly real estate, as a source of fixed income for clients.
• For growth investments, he looks at operational quality and whether a company controls a key industry bottleneck, such as limited Epsom salt manufacturing capacity in North America.
• He prefers specific, detailed content over broad investment topics. He says short videos can suit philosophical or cultural subjects, while complex subjects may need a longer explanation.
• When working with next-gen investors, he recommends learning what each person cares about and tailoring the conversation to those interests.
• Sahil says formalizing family governance can require a major cultural shift from ad hoc decisions to an institutional committee process.
• He recommends giving younger family members clear values and playful goals they can apply in real life. He also cautions against introducing philanthropy before they understand how wealth is created.
• Sahil uses AI for first-order research, including reviewing due diligence questions, and values ongoing learning through calls and site visits even when he is a silent investor.