Direct Investments (Part 3): Tips for Setting a Program Up for Success

Overview

Direct investments for wealthy individuals and family offices can be challenging when competing with the experience, intellectual capital, and the deep network of relationships forged by a private equity firm. The good news is that the thoughtful structuring and the focused implementation of direct investment programs can help in setting private clients up for success. In this final installment of a three-part series following part one and part two, we discuss some factors to keep in mind while developing a direct investment strategy.

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