This piece is the second in a three-part series published in Family Capital based on, “The Antidote to Private Equity,” a chapter I wrote for Reshaping Reality: Unlocking the Potential of the Single Family Office. In my first piece, I explained how an active investing strategy can improve family cohesion and family dynamics. The third piece in this series, to be published later this Fall, will provide insights and lessons learned for how families can set up a direct investing platform as part of their active investing strategy.
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One response to “Active investing helps families recapture legacies while investing with purpose and impact”
Possibly somewhat o/t to this but as a former M&A lawyer in the City of London I always asked family companies who instructed me to sell them have you done a thorough assessment of what you are receiving from the company in terms of income. asset use,tax effectiveness and general overall benefits and then have you matched that against the return from the invested sale proceeds?. The usual answer was No. Those who then did the assessment were often unpleasantly surprised.