Michael Fox-Rabinovitz
I help family office leaders decide what alternative investments actually belong in your portfolio
I've spent 30+ years in institutional finance—Wall Street, Big 4 consulting, and family offices—with CFA, FRM, and CAIA credentials. I help financial institutions and family offices navigate complex decisions around alternative investments, risk management, and portfolio construction, drawing on deep experience across asset classes from fixed income and structured products to energy commodities and emerging markets.
My work centers on investment strategy, risk policy, and due diligence translating regulatory frameworks like Dodd-Frank and Basel into actionable guidance, stress-testing portfolios, and building the analytical infrastructure families and institutions need to make confident allocation decisions.
Services
Get an institutional-grade second opinion on your portfolio, a deal, or an asset class outside public markets. The session covers portfolio risk review and stress testing, due diligence on private credit, private equity and hedge funds, collectibles valuation and liquidity, emerging markets and CIS/Central Asia risk, and allocation sizing. You receive a written summary of findings and next steps within two business days. Education and analysis only, not personalized investment advice.