28 years working with high and ultra-net-worth individuals and family offices. Expert in capital raising.
How does the asset class fare? This is a good example of how difficult it can be selecting a manager in the PE space. It is a bit more complex then just allocating to private equity. A great way to meet private equity managers is at our investor summits. Next one is NYC October 3-5.
Saving you 30-60% per year on taxes by using structures not loopholes.
3moWhy prioritize manager selection over strategy alignment? Meeting personalities oversimplifies evaluation criteria. Robust due diligence requires rigorous analysis beyond schmoozing events. John Milanovich