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Unique insights to drive your family and family office forward, authored by Family Capital Strategy

Investment Governance Articles

Risk Management Lessons From Credit Suisse / Archegos

In highly complex systems with multiple levels of oversight as well as conflicting priorities, it is easy for actors in the system to become lackadaisical in their efforts.

“We Only Do Good Deals” is Not An Investment Strategy – Part 4

“We Only Do Good Deals” is Not An Investment Strategy – Part 4

So, What Would You Pay?

There is an exceptionally high cost to mediocrity. Giving up the liquidity and diversification of the public markets for a direct deal is not something that should be contemplated lightly, especially considering the opportunity costs of not having access to capital in turbulent times. Family Offices must have their eyes wide open about how valuation affects the deals they choose to do.

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“We Only Do Good Deals” is Not An Investment Strategy – Part 2

“We Only Do Good Deals” is Not An Investment Strategy – Part 2

There are 6,000+ private equity funds, several hundred independent sponsors, several hundred search funds, sovereign wealth funds, strategic players and additional family offices all actively looking for acquisitions. Any new family office must be cautious to not be the “patsy at the poker table.”

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When a Family Business Becomes an “Heirloom Asset”

When a Family Business Becomes an “Heirloom Asset”

Treating a business like an heirloom is a risky proposition. Businesses exist in a dynamic marketplace. While a family may wish to honor its legacy for generations to come through owning and operating the same business – it must also carefully consider whether they are the right owner to steward the business into the future.

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