Direct Investments

Wealthy individuals and family offices are increasingly looking to direct investments to enhance their returns. Other significant incentives for choosing direct investing include the elimination of management fees charged by investment firms. They can also serve as a vehicle to align investments more closely with the values and mindset of the investor. If you’re a family office contemplating a direct investment program, this article by NEPC outlines the key steps and guidelines to follow that will help set you up for success.