Networks - Direct Investing

Marsh USA
Thursday, August 23, 2018

Strategic investors and private equity firms around the world turned to transactional risk insurance in record numbers in 2017 to reduce deal risk in a highly competitive mergers and acquisitions (M&A) environment.

Koley Jessen P.C.
Wednesday, August 15, 2018

Transactions for the purchase and sale of businesses are rarely all cash deals.

NEPC
Monday, August 6, 2018

For private wealth clients, the consideration of tax liabilities adds another wrinkle to already complex investment decisions.

Todd Mayo, Principal and General Counsel and Stephen J. Tall, CTFA, TEP, Chief Fiduciary Officer and Chief Operating Officer – Perspecta Trust
Wednesday, July 25, 2018

Many of the wealthiest and most sophisticated families are reconnecting to their family roots in entrepreneurship and are investing in, and managing, direct investments using thoughtfully designed trusts and private trust companies.
 

Ten Characteristics of Successful Direct Investing Families

Jun 21 2018 - lgochanour@familyoffice.com

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Infographic: FOX Global Investment Survey Finds Family Offices Satisfied, but Evolving Asset Allocation

Jun 07 2018 - lgochanour@familyoffice.com

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Overview

Overview

Overview

Overview