“Playing to Your Strengths: Strategic Deal Sourcing” explains the importance of effectively sourcing high quality deals in order to maximize return potential. While quality of fit is extremely important, returns are amplified when combined with securing deal flow in a proprietary manner (i.e. deals with lower levels of competition). In order to find investment opportunities…
Rules-based investing: A “how to guide” for targeting & assessing direct investment opportunities In previous whitepapers, we have discussed how family offices and high-net worth individuals should limit their direct investments to opportunities (e.g. industry, asset class, etc.) where they exhibit a comparative advantage. In sticking to their proverbial ‘sweet spot’ investors are more likely…
Direct investing: A pathway to family stewardship This whitepaper is intended for the family steward. It is meant for the investor who seeks to actively manage their wealth with the aspiration of providing future generations with not only continued economic success, but also a framework for personal and professional development. If that is you, then…
Operating businesses: A means to create and sustain wealth Even well before the Great Recession, America’s popular perception of prosperity has been undergoing a gradual, nevertheless, sustained shift back toward generating value through direct business ownership. Silicon Valley entrepreneurs and founders, rather than Wall Street fund managers, are the new “poster children” for outsized…
Home field advantage: Leveraging your family’s strengths to maximize risk-adjusted returns While portfolio management dominates the conversation of most family office conferences, the reality is the majority of Latin families generated a significant amount of their wealth— and continue to maintain large ownership interests—in directly-owned, privately held companies. As the local capital markets often lack…
