MISTAKES IN DIRECT INVESTING As the family office industry grows and families take more control over their investments, family offices are increasingly competing with private…
Beyond Valuation: Factors that Sellers Weigh in a Deal
I am often struck by the way that analysts, dealmakers, and investment bankers discount the importance of cultural and personal fit when evaluating the merits…
How to Get More Deal Flow
One common frustration for investors, from private equity fund managers to family office executives, is that it can be exceptionally difficult to source high-quality, attractive…
Family Office Certificate – How to Start a Family Office
Family Office Certificate – How to Start a Family Office from Richard Wilson In this educational presentation, Richard Wilson details how to start a family…
Benefits of Attending Our Family Office Workshops
In my recent book, The Family Office Book: Investing Capital for the Ultra-Wealthy, I talk to several family office executives about the importance of attending…
Family Offices in California
A number of single family offices and multi-family offices will be in Los Angeles to attend the Family Offices Group full-day workshop. Join us on…
Qualifying Family Offices
In our most recent edition of the Family Office Newsletter, we tackled a hot topic in the family office industry: separating actual single and multi-family…
Family Office Outlook
I received a great article from AxialMarket with commentary from finance and deal professionals on the economy, challenges and opportunities ahead, executing successful deals and…
Why Family Governance Matters
In my recent book, The Family Office Book: Investing Capital for the Ultra-Affluent, I interviewed dozens of family office executives and they often highlighted the importance…
How Family Office Investment Committees Work
How family offices make decisions on managing their clients’ investments is very important and that is why family offices often carefully structure their investment committees…