Family office investing: Portfolio management for the long haul

Apr 07, 2021
Family office services Private equity

Tony Wood, national enterprise leader for the family office practice at RSM US LLP, moderated a panel for the Association of Corporate Growth, which featured Andrea Nickel of Celina Capital, Brad Scholtz of Scott Capital, and Ken Heuer of Kidd & Company. During this panel session, originally broadcast during a live LinkedIn event, these three senior investment professionals from separate family offices discussed strategies for long-term portfolio management. Specifically, they discussed goal setting for a direct investing portfolio, the advantages of patient capital, and the resources needed to manage and monitor investments.

Posted with permission from the Association of Corporate Growth.