{"id":2110,"date":"2026-09-18T13:43:10","date_gmt":"2026-09-18T17:43:10","guid":{"rendered":"https:\/\/www.nepc.com\/private-wealth\/?post_type=newsroom&p=2110"},"modified":"2026-09-18T13:43:10","modified_gmt":"2026-09-18T17:43:10","slug":"family-office-exchange-fox-aligning-the-investment-function-and-mandate-with-the-familys-needs-with-karen-harding-and-stacey-flier","status":"publish","type":"newsroom","link":"https:\/\/www.nepc.com\/private-wealth\/newsroom\/family-office-exchange-fox-aligning-the-investment-function-and-mandate-with-the-familys-needs-with-karen-harding-and-stacey-flier\/","title":{"rendered":"Family Office Exchange (FOX): Aligning the Investment Function and Mandate With the Family’s Needs With Karen Harding and Stacey Flier"},"content":{"rendered":"
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NEPC Partner and Private Wealth Team Leader Karen Harding and Principal and Senior Consultant Stacey Flier joined<\/em> FOXcast<\/a><\/em> to discuss how evolving family needs and growing investment complexity are reshaping the family-office investment function. They explore the institutionalization of investment management, considerations when evaluating the OCIO model and how families can access outside expertise while retaining control over their objectives and priorities.<\/em> Listen to the full episode<\/a><\/em> for their insights.<\/em><\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n
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 <\/p>\n

Karen and Stacey share their perspectives on how the investment needs, preferences, and expectations of families and family offices have evolved over the years. Drawing on decades of experience advising ultra-high-net-worth families, they discuss the growing complexity of the investment function and the increasingly sophisticated approaches families are taking to achieve their objectives.<\/p>\n

.\u00a0 . .<\/p>\n

\u201cI think what\u2019s really interesting is that the decision isn\u2019t really a decision about outsourcing the decision-making. It\u2019s really a decision about how you partner together. Most OCIO relationships, at least the best ones, are actually really collaborative. The family is still in control.\u201d<\/p>\n

. . .<\/p>\n

\u201cNot only is the investment environment dynamic and changing, but families are dynamic and changing. And we want to be there partnering with our families through that process.\u201d<\/p>\n<\/div>\n<\/div>\n

\n

. . .<\/p>\n

\u201cThe family is still in control. They are the ones who are setting the objectives, the goals, the priorities, the overall direction\u2014all of those things. But their OCIO partner is helping them execute the day-to-day parts of the strategy. They\u2019re providing the resources and bringing those best practices to the table to help them meet their goals.\u201d<\/p>\n

. . .<\/p>\n

 <\/p>\n

Click here to listen to the full podcast epsiode from Family Office Exchange.<\/strong><\/em><\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column width=”1\/1″][vc_column_text uncode_shortcode_id=”359295″] NEPC Partner and Private Wealth Team Leader Karen Harding and Principal and Senior Consultant Stacey Flier joined […]<\/p>\n","protected":false},"author":95,"featured_media":2114,"template":"","meta":{"content-type":"","footnotes":""},"newsroom_categories":[81],"newsroom_tags":[82,83],"class_list":["post-2110","newsroom","type-newsroom","status-publish","has-post-thumbnail","hentry","newsroom_categories-in-the-news","newsroom_tags-press","newsroom_tags-press-coverage"],"yoast_head":"\nFamily Office Exchange (FOX): Aligning the Investment Function and Mandate With the Family's Needs With Karen Harding and Stacey Flier<\/title>\n<meta name=\"description\" content=\"NEPC\u2019s Karen Harding and Stacey Flier discuss evolving family-office needs, investment complexity and considerations for adopting an OCIO model.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.nepc.com\/private-wealth\/newsroom\/family-office-exchange-fox-aligning-the-investment-function-and-mandate-with-the-familys-needs-with-karen-harding-and-stacey-flier\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Family Office Exchange (FOX): Aligning the Investment Function and Mandate With the Family's Needs With Karen Harding and Stacey Flier\" \/>\n<meta property=\"og:description\" content=\"NEPC\u2019s Karen Harding and Stacey Flier discuss evolving family-office needs, investment complexity and considerations for adopting an OCIO model.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.nepc.com\/private-wealth\/newsroom\/family-office-exchange-fox-aligning-the-investment-function-and-mandate-with-the-familys-needs-with-karen-harding-and-stacey-flier\/\" \/>\n<meta property=\"og:site_name\" content=\"NEPC - 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