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Ten Characteristics of Successful Direct Investing Families

Financial returns alone aren’t enough to motivate a family to focus on direct ownership.

Investing directly, operating in real estate or operating businesses is an increasingly important focus for many family offices. While specific mandates vary from family to family, here are 10 common traits successful direct investing families share.


This gallery is adapted from an article on direct investing from the 2018 FOX Foresight publication, which provides an overview on trends and FOX research surrounding the direct-investing space.

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