The Best Practices in Family Office Direct Investing.

The number of family offices pursuing direct investment opportunities remains a dramatically rising trend; as more families consider pursuing direct investment, it is critical for FOs to ask the right questions and create an allocation strategy that complements their values and expertise while building/improving on new skills/industry knowledge.

Featured guests, Molly Simmons, Founder McFarland Partners, and Patrick McCloskey, Founder Aeterna Captial Partners, explain the different ways single and multi-family offices can get involved, best practices for partner alignment, investment commitment, and creating processes to align with stringent due diligence, as well as the common pitfalls they have identified through their work with families.

Hosted by Angelo Robles, CEO & Founder, Family Office Association.

The Family Office Association is dedicated to bringing you a uniquely beneficial understanding of family and single family office current best practices, anchored by our proprietary research and content. We help make successful families and their single family offices more robust, their investment options more diverse and antifragile, and their family visions and structures more responsive, sound, and sustainable for future generations.

Our multiple weekly videos highlight the emerging trends and best practices within the family office community with featured investors, business leaders, innovators, politicians, athletes, and more!

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We would like to thank Molly & Patrick for joining us. You can find their LinkedIn accounts below-
Molly Simmons:
Patrick McCloskey:

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Thank you for watching & we would love to hear your thoughts! Like & drop a comment below to help fuel the conversation and give us feedback on what topics you would like to see covered next.

About Our Host:
Angelo Robles founded Family Office Association in 2008, a global membership organization for UHNW families and their single family offices. Having worked with multiple generations of families for the past 12 years and their trusted advisors, Angelo has gained an enormous amount of intellectual capital on how UHNW families think and feel - and what motivates them.
Angelo is the founder of the Effective Family Office think tank and personally coaches a select group of global families and advisors. He is a frequent source to top media outlets like Bloomberg News, Wall Street Journal, and Institutional Investor. He is the host of The Angelo Robles Podcast, the author of "Effective Family Office: Best Practices and Beyond," and co-author of "Maximizing Your Single Family Office: Leveraging the Power of Outsourcing and Stress Testing."

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Видео The Best Practices in Family Office Direct Investing. канала FamilyOffice