Tag Archives: strategic planning

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?