Funding the Ventures Of Family and Friends

Private equity is a hot investment these days. And while you may be referring your ultra-high-net-worth clients to established private equity firms, don't be surprised if a wealthy client asks you for advice on a private investment opportunity that's been offered by a friend or family member. These investments are generally less than $100,000. They rarely come with an offering memorandum. And their

Private equity is a hot investment these days. And while you may be referring your ultra-high-net-worth clients to established private equity firms, don't be surprised if a wealthy client asks you for advice on a private investment opportunity that's been offered by a friend or family member. These investments are generally less than $100,000. They rarely come with an offering memorandum. And their time frames are often unclear. Worse yet, your client may have relationship reasons

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