Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals
No se pudo agregar al carrito
Add to Cart failed.
Error al Agregar a Lista de Deseos.
Error al eliminar de la lista de deseos.
Error al añadir a tu biblioteca
Error al seguir el podcast
Error al dejar de seguir el podcast
Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals
-
Narrado por:
-
De:
Send us a text
Episode 2 of Inside the Family Office: Live Investor Panel
Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers, and why infrastructure and process matter more than chasing the latest hot sector. Isaac also pushes back on “country-club investing” and urges families to only back deals that truly fit their objectives, liquidity, and decision-making capacity. Dr. Cook reinforces the critical – and often neglected – role of back-office infrastructure in family office success.
🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
🔗 Learn more at FamilyOffices.com
https://familyoffices.com/