The Complete Direct Investing Handbook

CHAPTER 5Family Office Considerations to the Direct Investment Process

In Part I, an introduction to direct investing and discussion of the emerging presence of private capital in direct investing—including both co-investment strategies and various private equity strategies for private investors and family offices—were presented. In this chapter, I shift gears and focus on the mechanics of the direct investment process and the nuances of direct investing from the vantage point of a family office. This chapter first describes how the source of wealth may bring certain preferences to the direct investing interests and how that impacts the process and approach to deploying capital. Specifically considered is whether the source of wealth and internal ...