Whether it’s a job interview or a pitch - here are 10 questions to ask family offices: 1. What does the current portfolio look like? 2. What is a successful investment? 3. How do you decide between direct investments and fund allocations? 4. Are there any non-financial goals or values (ESG, impact investing, etc.) that guide investment decisions? 5. How do you approach risk management? 6. What’s your typical investment process? 7. What’s your normal ticket size? 8. What role do the family members take in the family office? 9. How hands-on are you with the companies you invest in? 10. What’s your average holding period? #familyoffice #wealthmanagement #UHNWI
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Passionate About Helping Our Clients through Custom Tax and Finance Strategies | Specializing in Family Office | Business Strategy | Community Leader, Speaker, Mentor & Author | Chief Bottlewasher | Managing Partner
In today’s video, I’m talking about the delicate balance between portfolio allocations, valuations, and liquidity considerations, shedding light on the strategic challenges facing family offices in today's investment landscape. #FamilyOffice #InvestmentStrategies #PortfolioManagement #RiskManagement #LiquidityConstraints
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Hello, LinkedIn! I am here to share my most recently published piece for With Intelligence. In this article, I discuss how one of Voya Investment Management's senior PMs is leaving the firm. I encourage you to check it out! Read More: https://lnkd.in/evHker2v #WithIntelligence #NoBadDays
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Advisors often find themselves caught up in the intricate details of portfolio building and striving to outperform a benchmark. Managing your clients’ money is crucial but it can consume significant amounts of your time. You can increase your AUM faster by reallocating some of that time to activities that drive business growth – like winning new clients. In his latest article, @CullenRoberts discusses how you can streamline your investment approach and still be involved in the portfolio design process if you want to. Learn how top advisors are building portfolios more efficiently and how they are redeploying the time they saved to win new clients and grow their business faster. Read six ways top advisors are moving the needle on business growth. >> https://lnkd.in/ecS2_9mN. #PortfolioManagement #InvestmentStrategy For Professional Investors Only
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Ashton Global's investment platform matches high-quality, niche, emerging managers with institutional investors.
Our consultants help managers engage with family offices, including advice on what strategies they're looking for, how to present your firm, and best practices for building effective relationships. https://lnkd.in/eZ6RNYKu #familyoffices #seedcapital #esg #investing #diversityandinclusion #hedgefunds #privateequity #emergingmanagers
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Picture this: You confidently stride into investor meetings armed with expert advice from Equity Elevated Consulting. Your capital raise strategies are polished, and you navigate the discussions like a seasoned professional. With our guidance, you elevate your investment game to a whole new level, securing the funding you need for success. It's not just about walking into meetings; it's about walking in with a winning strategy that sets you apart from the rest! 🎯 Schedule a consultation at https://lnkd.in/gw7P32ef #investing #investormeetings #realestate #estateadvice #capitalraisestrategies #equityelevatedconsulting
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Our portfolio valuation services are an essential tool for investors looking to make informed investment decisions. Contact us to learn more. #InformedInvestments #JLSAssociates
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Capital Group has been in business for 93 years. Take a look at this price book from 1947—1951 that our #CorporateArchives team recently featured. You can see how the hand-written book, used to record the Investment Company of America strategy’s net asset value (NAV) twice a day, demonstrates an early commitment to an enduring legacy. It’s unique to work at a firm like Capital Group that places value on preserving historical evidence like this and bringing Capital Group’s rich story to life. Important disclosures: https://bit.ly/2JzEDWl
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Vice President, Retirement Plan Counselor at Capital Group | American Funds
Capital Group has been in business for 93 years. Take a look at this price book from 1947—1951 that our #CorporateArchives team recently featured. You can see how the hand-written book, used to record the Investment Company of America strategy’s net asset value (NAV) twice a day, demonstrates an early commitment to an enduring legacy. It’s unique to work at a firm like Capital Group that places value on preserving historical evidence like this and bringing Capital Group’s rich story to life. Important disclosures: https://bit.ly/2JzEDWl
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