Reputational due diligence and post-investment monitoring are crucial practices for private wealth management advisory firms that serve high-net worth families or individuals.

In the world of direct investments, family offices — private wealth management advisory firms that serve high-net-worth individuals — are increasingly becoming major players. As traditional M&A activity has been slow to rebound, direct investments — an investment in a private company which is typically sufficiently large enough to affect a company’s subsequent decisions — can be very attractive to family members and those running family office investment portfolios looking to diversify and generate returns beyond traditional investment vehicles.

However, when navigating the complex landscape of direct investments, family offices need to understand the importance of due diligence and post-investment monitoring. For Thomson Reuters, Jeremy Hirsch provides clear steps on due diligence that family office’s must consider when making direct investments, and outlines the impact on reputation and bottom line.

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Jeremy Hirsch

Jeremy Hirsch

Jeremy Hirsch, a Managing Director at StoneTurn, has more than 15 years of experience assisting clients with business and strategic intelligence, litigation advisory, governance and investigations. Specifically, Jeremy focuses on […]

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