Category Family Office

10 Rookie Mistakes Every Family Office Should Avoid

We’ve seen deals – and even families – fall apart when thanks to a direct investment gone bad.  While direct investment can be an exciting and lucrative tool to build and maintain your family’s wealth, if you’re just starting out, you’ll want to avoid these rookie mistakes.

Got Discipline?  You’ll Need It For Your Family Office Investments To Pay Off

When you hear the word discipline, you may think of world-class athletes or Nobel-winning physicists – or you may think of the principal’s office.  Whatever pops into your head, it’s probably not the execution of your family office’s investment strategy – and that’s one reason even the best strategies are often unsuccessful.

Right Here, Right Now:  Crafting A Successful Family Office Investment Strategy and Assembling The Team To Support It

In our last article, we detailed the first two factors for successful family office direct investment:  Right Experience and Right Reasons.  Today, we’ll cover the next two factors:  Right Strategy and Right Team. You can see the complete list in our intro post on the topic.

Does Your Family Office Have the Right Stuff? How Having the Right Experience and the Right Reasons Are Critical to Successful Direct Investing

In our article, How To Start Direct Investing In Your Family Office, we outlined five key success factors that contribute to successful direct investing for family offices:  Right Experience, Right Reasons, Right Strategy, Right Team and Right Discipline. So, let’s jump in…what do we mean by Right Experience and Right Reasons?

How to start direct investing at your family office

How To Start Direct Investing In Your Family Office

Over the last decade, direct investing by family offices has increased dramatically, as chronicled by countless family office publications, private wealth advisory firms, and, most recently, Middle Market Growth.  The November/December cover story features Michael Pucker of DNS Capital – husband of American billionaire, Hyatt Hotel heir and philanthropist, Gigi Pritzker. Like DNS Capital, at […]

Family Business 101: Succession Done Right

Poorly managed family business successions have destroyed untold amounts of value in individual businesses and ripped countless families apart.  Don’t let your business or your family fall victim to the same traps that have haunted business owners for generations.  Even the most successful family businesses often fail to address two golden rules of succession: Plan […]