A family office that is still active in a specified industry provides:

• an understanding of the industry
• due diligence
• underwriting ability
• expertise
• a track record
• a principal mind-set
• deal flow
• management
• internal infrastructure to manage the asset
• a tax-efficient mind-set
• ability to provide off-market opportunities
• low or minimal fees for the transaction(s)

Conclusion

Direct investing is a trend that is increasing and will continue to be an investment option. So find a family that has made money in the industry in which you want to invest, and once you are comfortable with that family, coinvest to allocate to that respective investment space.

DJ Van Keuren is a director for the Arsenault Family Office in Colorado.

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