Breakout 1: Models for Family Direct Investing and Key Governance Considerations

Nate Hamilton, CFA, Advisory Board Member, Family Office Exchange

Families have a history of building successful operating businesses, and many seek to reenergize the wealth creation engine for later generations through direct investments in operating businesses. In recent years, there has been increasing interest among families to build out direct investment programs with meaningful resources and expertise – as they seek strong returns, more control of assets, and longer investment time horizons – often through co-investing with other families. This session will share a framework for families getting started with direct investments and discuss key governance considerations.