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There are both advantages and disadvantages for family offices considering a minority direct investment. In this interview with Brian Lucareli of Foley Private Client Services, Glenn Singleton spoke on the distinguishing characteristics of minority investments, key terms and their negotiations, common structures of minority investments, and techniques to mitigate associated risks.

While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on hype instead of fundamentals) or older ones like tracking error, there can be plenty of confusion around the language of investing. For both new and experienced investors, knowing the language can make a world of difference to the success of a long-term investment plan.

The pool of potential investors for private offerings has widened under the Securities and Exchange Commission’s new definition of “accredited investor” in Rule 215 and Rule 501(a). Accredited investors—considered to be sufficiently sophisticated and risk tolerant—are permitted to participate in certain private offerings under Regulation D that are not subject to the same investor protections as public offerings. With new flexibility, one of the most notable changes alters the limits qualifying individuals based on wealth.

Families are often overwhelmed by the complexity and sense of burden that comes with managing all the component parts of wealth across generations. More concerning, though, is the lost opportunities and the loss of capital that results from not getting it right. But owning and managing significant wealth does not have to be difficult, and learning from the ten most common mistakes that a family office investor makes can help the process become easier.