family offices

Providing lifecycle management to your portfolio of direct investments

 

Direct investing has emerged as a top trend for Family Offices and ultra-high net worth investors.  Success in minimizing costs while increasing transparency, control and ultimately returns requires effective management throughout the investment lifecycle.  Private Company Consultants brings active management discipline to the Family Office with a holistic approach and  the ability to:

  • Create a solid strategy and investment thesis;
  • Structure and finance investments with limited risk as part of complex estate plans;
  • Screen investments and transact deals;
  • Identify and capture value

THE FAMILY OFFICE:  BEYOND 2020,  Top 5 Trends Set by Today's Visionary Family Offices