MSC Huddle: Demystifying Family Offices for Growth Companies
Hear insights from experienced professionals in the family office wealth management space as they discuss current and expected trends around venture investing by family offices, family office investment strategies that growth companies raising capital should consider when approaching family offices, and common mistakes by executive entrepreneurs when they approach family office private equity and present their companies.
What are Family Offices?
Family offices are specialized private wealth management advisory firms that cater to high-net-worth individuals and families. These entities provide comprehensive financial services, including investment management, estate planning, tax services, and philanthropic activities. Family offices play a crucial role in overseeing the financial affairs of affluent families, aligning their interests with long-term wealth preservation and growth. When delving into family office wealth management, it’s essential to understand the intricacies of their investment strategies. Family offices often engage in diverse investment vehicles, including venture investing and private equity deal flow, seeking opportunities that align with the family's financial goals and risk tolerance. Therefore, exploring the nuances of family office investment strategy, particularly in the realm of family office private equity, becomes imperative for growth companies seeking capital from these sophisticated investors.
Unlock the Potential of Family Office Wealth Management with Marion Street Capital.
Our specialized services focus on two crucial aspects:
1. Leveraging MSC’s expertise to source investments from family offices.
2. Navigating the complex landscape of family office decision-makers, known for their discretion and accessibility challenges.
Panelists:
Matthew Mlinarich, Managing Director at 10East
Lenore Kopko, Global Head of Fundraising & Investor Relations at Gotham Green Partners
Steve Diamond, Chief Investment Officer, Founder at Diamond Capital
Connor Browne, Founder, CEO, and Portfolio Manager at City Different Investments