Direct Investment Planning

For centuries, direct ownership of operating businesses or operating assets has been the main source of wealth creation for families and their principals. Ownership of direct investments is part of the DNA of most entrepreneurial families.

We provide services designed to support the development and implementation of Direct Investment Plans.

Typically our clients have 30%-to-90% of their family’s net worth represented by the equity value of direct investments they hold in operating businesses or operating assets. In addition, their operating businesses typically generate 25%-to-95% of the income they use to support their lifestyles. With so much of their family wealth and income dependent upon such assets, it is easy to understand why our clients wish to achieve optimal performance from their direct investments. It is for this reason that we offer a range of services that go beyond Direct Investment Planning.

Our competency in helping to implement direct investments, enables clients to attain the benefits of direct investments while minimizing the challenges. It also enables us to offer a holistic range of direct investment services to clients. In some instances clients with multiple business holdings wish to re-examine their portfolio of direct investments. In other instances, clients are trying to make capital allocation decisions between or among their current businesses and new direct investments. Still other clients need to revisit their direct investment competency from one generation to the next. There also have been clients who had historically built their family wealth through the direct ownership of businesses, but had decided to monetize their business for some reason. After a period of time allocating their investable wealth among various asset classes, they decide to return to direct investments recognizing that it is difficult to generate returns as strong in other asset classes.

We have a stable of experienced direct investment and corporate development professionals, who are able to support the planning and implementation initiatives that are critical to achieving successful, profitable direct investment results. We are also willing to link a substantial amount of our compensation to achieving productive, measurable results for clients.

For more information on Direct Investment Planning, please click here.

Questions our clients frequently ask

Our clients frequently call upon us to help answer the following types of questions:


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