Networks - Direct Investing

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

Karen Beldy Torborg, Managing Director, Marsh Private Equity and M+A Services, Global Practice Leader and Machua Millet, Managing Director – Marsh Inc.
Wednesday, May 23, 2018

In this session, produced in conjunction with the FOX Direct Investing Network, we explored how to manage and insure against the various legal risks facing family offices today.