Direct investing: A pathway to family stewardship This whitepaper is intended for the family steward. It is meant for the investor who seeks to actively manage their wealth with the aspiration of providing future generations with not only continued economic success, but also a framework for personal and professional development. If that is you, then…
Operating businesses: A means to create and sustain wealth Even well before the Great Recession, America’s popular perception of prosperity has been undergoing a gradual, nevertheless, sustained shift back toward generating value through direct business ownership. Silicon Valley entrepreneurs and founders, rather than Wall Street fund managers, are the new “poster children” for outsized…
Home field advantage: Leveraging your family’s strengths to maximize risk-adjusted returns While portfolio management dominates the conversation of most family office conferences, the reality is the majority of Latin families generated a significant amount of their wealth— and continue to maintain large ownership interests—in directly-owned, privately held companies. As the local capital markets often lack…
Hispanic Private Equity- A Cultural Approach to Achieving Superior Investment Returns Harvard Latino Law Review Spring 2007 Hispanic-facing companies present a burgeoning and largely overlooked investment opportunity in the private equity arena. As the private equity investment class has become increasingly saturated, it has experienced diminishing returns. In order to maintain strong returns, investors…
