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?

It may sound simple, but helping our clients address the right questions at the right time is one of our differentiating skills.  What are we trying to accomplish?  What are the most important questions to answer first?  What data do we need?  How can we eliminate irrelevant noise?  What questions come next?    With the Value Creation Vector, we quickly assess the current state to determine where to start and what to do next.

We’re already a few weeks into 2019, but it’s not too late to lay the groundwork for success with your teams that will pay dividends throughout the year.  Best-in-class companies start the year right by taking time to develop Aspirations, identify the Levers that support those aspirations and set a Positive, Energetic Tone to inspire employees.  By embracing these small steps, you and your team will have a shared foundation for executing and adjusting throughout the year as unexpected highs and lows come your way.

How to start direct investing at 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 […]

Multicultural business people discussing work

It’s a new year, and time to make resolutions for changing your ways in 2019 to achieve both personal and professional goals.  Whether you’re a CEO, a member of the C-suite, a mid-level manager, or an individual contributor, two simple New Year’s resolutions will make 2019 a business game changer.

Scott Kirsner’s HBR article, The Biggest Obstacles to Innovation in Large Companies, analyzes a survey of large companies who were asked about obstacles they face when tackling innovation.  Top responses include the importance of politics, lack of executive alignment, a culture that doesn’t embrace change, and an inability to react to disruptions. I couldn’t agree […]

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 […]