Mar 13, 2022
More than 13,000 Family Offices exist in the US, preserving the legacy and investments of the original family enterprise. Many see direct investment as a way to tap into the entrepreneurial DNA that made the family business successful. And family office investors can be a source of patient capital having a longer time horizon compared to other financial buyers.
Mark Brandt, Family Office Market Director for RSM, has worked with family businesses and family offices throughout his entire career. He joins Laurie Barkman to talk about some of the important trends with family office investing.
Listen in to learn more about:
- Direct investing do’s and don’t for family businesses
- Tapping into opportunities in fund investing
- Creating networks with other family offices
- How succession planning keeps family offices going
- The impact of inflation on family finances & investments in 2022 and beyond
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About Succession Stories Podcast
Succession Stories is hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction."
Learn more at https://smalldotbig.com
Get an exit value assessment by visiting www.exitreadyscore.com
Learn more and book a consultation with Laurie:
www.meetlauriebarkman.com
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