Start Here: Inside The Tiny Family Office
Thoughtful research, endowment-style investing across equities and alternatives, portfolio commentary and weekly intelligence for private and professional investors who think in decades, not quarters.
If you’re new here, this is the best place to start.
I run what might genuinely be the smallest (and poorest) family office in the world. This is not a billion-dollar endowment fund. It is my own capital, managed with one simple ambition:
Preserve it and compound it steadily over decades.
This pinned post explains what I do here, how I invest, who this is for, and what you get as a subscriber.
Why I Write This
I was fortunate in life. I received wealth through a family business, which allows me to invest the way I do. I also built a well-paying career, but I don’t enjoy it as much as I used to. What I genuinely enjoy is investing: reading, thinking, and deciding how capital should be allocated.
So I combined two goals:
Run my own multi-asset portfolio with a long-term, endowment-style approach.
Document the process in a way that could eventually justify spending most of my time reading, researching, and investing.
Writing The Tiny Family Office forces clarity, sharpens my decisions, and (hopefully) offers something more useful than the typical finance noise.
How I Invest
At the heart of The Tiny Family Office is capital preservation and compounding. I think in decades, not quarters, and I care more about resilience than excitement.
A few guiding principles:
Global equity as the anchor
A broad global equity exposure (index funds / ETFs) forms the base of the portfolio.
A handful of individual companies
Around that, I add carefully chosen businesses with:
strong moats
recurring or highly visible revenues
solid balance sheets
aligned management and ownership
Alternatives for diversification
I diversify with uncorrelated or less correlated assets, such as:
hedge funds and absolute-return strategies
bond-type investments and credit
catastrophe bonds
gold or commodities
Endowment mindset, entrepreneur-owner view
I always try to think like a long-term owner, not a trader. The approach is inspired by people like Warren Buffett, Chris Hohn, Terry Smith, Tom Russo, and David Swensen.
What I don’t do
I don’t invest in private-equity funds.
Who This Is For
This publication is for people who take investing seriously, whether you manage €10,000 or €10 million.
Private investors who want a family-office mindset.
You care about drawdowns, correlations, resilience, and long-term compounding. You want clarity, not noise.
High-income professionals who want a framework.
You’d like to build wealth without relying on generic bank advice or speculative ideas.
Portfolio managers, analysts, and active allocators.
You already understand markets. You’re looking for under-followed companies, thoughtful thematic baskets, cross-asset insights, and curated intelligence from other high-quality investors.
Independent thinkers and students of investing.
You want to understand moats, incentives, reinvestment, balance sheets, and structural trends.
If you value depth, precision, and intellectual honesty, you’ll probably feel at home here.
What You’ll Find Here
The content on The Tiny Family Office is organised into a few recurring sections:
Monthly Portfolio Letters
The heart of the project. Here I walk through portfolio allocation, changes, reasoning, performance context, watchlist highlights, and what I’ve been reading, watching, and listening to, things that caught my eye.
Investment Cases
Owner-style write-ups on individual businesses: economics, moats, balance sheet strength, management incentives, capital allocation, and long-term resilience. This is the kind of research that guides my own investments.
Thematic Reports
In-depth explorations of sectors, political developments, demographic trends, and structural industry shifts. This is always tied back to real companies and asset classes. From hidden European holding companies to onshoring trends or emerging-market consumers.
From the Desk
A weekly intelligence update: fund / manager letters, interviews, niche industry papers, charts, podcasts, and my takeaways, always with portfolio implications in mind.
Annual Review
A yearly look back at first of all my mistakes, performance, markets, and long-term trends, and how the portfolio is positioned going forward.
Free vs Paid
To keep the audience focused and the work sustainable, some content is free and some is paid.
Free readers get:
General portfolio overviews
Selected thematic reports and investment cases
Weekly From the Desk (curated intelligence)
Paid subscribers get:
Full Monthly Portfolio Letters with detailed allocation and commentary
Access to all Investment Cases (entire archive and all new ones)
Access to all Thematic Reports (entire archive and all new ones)
Weekly From the Desk (curated intelligence)
I believe good research has value. Charging for access also forces me to stay disciplined, consistent, and accountable to the people who choose to follow along.
How to Start
If you’ve just arrived, a simple order works well:
Read the post on Investment Philosophy to understand the foundation.
Read a recent Monthly Portfolio Letter to see how the portfolio looks today.
Read a Thematic Report and an Investment Case that interest you.
Decide whether a free or paid subscription fits how closely you want to follow the portfolio.
Final Word
The Tiny Family Office may be small, but the ambition is not. This project is about long-term thinking, rational allocation, and building something that lasts.
If that resonates with you, I’m glad you’re here.
Disclaimer: The Tiny Family Office is a personal publication. All content reflects my own opinions, research, and investment decisions. It is provided for informational and educational purposes only and should not be considered financial, legal, or tax advice. I am not acting as your financial advisor. Investing involves risks, including the possible loss of principal. Do your own research or consult with a licensed professional before making any investment decisions.