Tag Archives: STRUCTURE
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.
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.