Direct Investing

A practical framework for evaluating whether a direct investment opportunity aligns with your family’s investment philosophy, liquidity needs, governance standards and tolerance for volatility.

On his path from family business operator to co-founder, chairman and CEO of Pritzker Private Capital (PPC), Tony Pritzker turned lessons learned from his family’s tradition of building businesses into a disciplined direct investment model.

There are many advantages for family offices and family businesses to private investing, including the potential for higher returns. But private investing can also pose challenges if you’re not prepared properly. Please join Bruce Roberts, CEO, Carofin, and David Shaw, Publishing Director at Family Business Magazine, as they go over the 5 steps to better private investing for family offices and family businesses.

When it’s time to transition your family-owned business, many of the goals you have for the next chapter in your life will hinge on one...

What qualities make a family business CEO exceptional?The short answer is that an exceptional CEO provides the right style of leadership for their particular...