State of the industry: BerryDunn's business valuation quarterly report for 2Q 2024
Publish Date:
Sep 11 2024
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- Investment Management (1643)
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- Family Office Best Practices (972)
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- Risk Management (842)
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- Real Estate (10)
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- Board Operating Practices (9)
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- Learning Program Design (9)
- Philanthropic Administration (9)
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- Due Diligence (8)
- Governance Structures (8)
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- End-of-Life Planning (7)
- Investment Performance (7)
- Spouses and Non-blood Family (7)
- Strategic Goals and Metrics (7)
- Venture Capital (7)
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- Investment Managers (6)
- Investment Policy Statement (IPS) (6)
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- Parenting and Childcare (6)
- Performance Management (6)
- Policies and Procedures (6)
- Private Trust Company Benefits (6)
- Regulatory Requirements (6)
- Values-Based Philanthropy (6)
- Alternatives (5)
- Blockchain (5)
- Board Compensation (5)
- Conflict Management (5)
- Governance Purpose and Roles (5)
- Health Insurance (5)
- Profits Interests and Management Companies (5)
- Travel and Leisure (5)
- Trustee Selection Process (5)
- Advisor Partnerships (4)
- Alignment of Interests (4)
- Business Vision and Mission (4)
- Donor-Advised Funds (4)
- Employment Policies (4)
- Estate Settlement and Probate (4)
- Investment Committee (4)
- Life Insurance (4)
- Parenting Education (4)
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- Career Coaching and Support (3)
- Document Management (3)
- Foundation Board Roles (3)
- Frontier Investing (3)
- Grantmaking Process (3)
- Leadership Development (3)
- Leadership Management (3)
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- Cash Allocation and Vehicles (2)
- Co-Investing (2)
- Concierge Services (2)
- Goals-Based Investing (2)
- Leadership Selection (2)
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- Knowledge Management (1)
- Management Succession (1)
- Project Management (1)
- Reputation Management (1)
- Shareholder Agreements and Exits (1)
- Voice of the Wealth Owner (1)
- (-) Investment Reports (34)
- (-) Family Vision (13)
Authors/Contributors
- Asset Consulting Group (4)
- Family Office Exchange (FOX) (3)
- NEPC LLC (3)
- BMO Family Office (2)
- Cambridge Associates, LLC (2)
- Northern Trust (2)
- The Vanguard Group (2)
- William Blair & Company, L.L.C. (2)
- Ascent Private Capital Management of U.S. Bank (1)
- Baird (1)
- Ballentine Partners, LLC (1)
- BerryDunn (1)
- Charles Schwab (1)
- Fiducient Advisors (1)
- Forvis Mazars Private Client (1)
- Gresham Partners LLC (1)
- Hawthorn, PNC Family Wealth (1)
- Libretto (1)
- Truist (1)
- Tsotsorkov Family Office (1)
- Zephyr, an Informa Company (1)
47 results found
Distilling Shared Values and Heritage into a Family Brand with Dimitar Tsotsorkov
Publish Date:
Mar 28 2024