Family Office Direct Investing
Overview
As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several factors, including the desire for increased control, better alignment of interests, reduced fees and expenses, and higher returns. While the appeal of direct investing is clear, building a robust investment process and team to successfully source, conduct due diligence, and execute on the opportunities is a challenging endeavor.
In this episode, topics discussed include:
- Direct investing during and coming out of the COVID-19 pandemic
- Best practices in developing a direct investing program
- Advantages and challenges unique to family offices
- Emerging models for family office direct investing