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Podcast: Investor Connect Podcast
Episode: Startup Funding Espresso – Functions of the Family Office
Description: Functions of the Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The family office provides many functions in a family business. Here’s a list of functions to consider including in your family office: Wealth management - this involves setting objectives, identifying investment opportunities and providing ongoing oversight. Impact focus -- this includes pursuing investments and activities that promote a social, economic, or governance cause. Investment management -- this includes designing an investment thesis and pursuing opportunities that meet that thesis. Security and privacy -- this in...