Star Magnolia Capital: Becoming Experts at Finding Experts

Lauren H. Cohen Hao Gao River Ewing Grace Headinger

  • ケース
HBP

Shinya Deguchi, Founder and Managing Partner of Star Magnolia Capital, a Shanghai-based multi-family office (MFO), considered how to convince a new prospective family that the MFO’s endowment model approach would best suit their needs. In recent decades, there has been a rapid growth of Chinese high net worth individuals, and mainland China faced a shortage of services available to their families. Deguchi believed that Star Magnolia would not only help the MFO’s families build wealth over generations through the endowment approach but also possessed the capability to recruit the top and most diligent investment managers in the field. How could he introduce and convince the family of his conviction? In what cases did Star Magnolia offer a competitive advantage as a MFO over individual SFOs? Furthermore, as the MFO continued to grow, how could all member families ensure that their interests remained aligned into the future? At the end of the day, what ‘pitch’ could Deguchi offer to win the family over?

出版日
2022/10
領域
経営・戦略
財務
ボリューム
16ページ
コンテンツID
CCJB-HBS-223038
オリジナルID
223038
ケースの種類
Case
言語
英語
翻訳
日本語
カラー
製本の場合、カラー印刷での納品となります。