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Navigating Performance Fee Models: Key Considerations for Investors

Navigating Performance Fee Models: Key Considerations for Investors

FromFamily Office Podcast - Private Investor & Investment Insights


Navigating Performance Fee Models: Key Considerations for Investors

FromFamily Office Podcast - Private Investor & Investment Insights

ratings:
Length:
22 minutes
Released:
Dec 7, 2023
Format:
Podcast episode

Description

Whether you're an investor, financial professional, or simply curious about fee structures, this discussion provides valuable insights into the world of performance-based fees. Richard Wilson breaks down the nuances, advantages, and potential pitfalls associated with these fee structures, offering practical tips and considerations to help you make informed decisions. Join us as we demystify Performance Fee-Only Structures and empower you with the knowledge to navigate the financial landscape effectively.01:57 - Introduction to Business Challenges02:10 - Scrutiny on Performance-Only Registrations04:11 - Balancing Fees and Performance for Family Offices06:19 - Investor Preferences for Direct Deals Over Funds08:22 - Co-Investment and Differentiating Investor Preferences11:07 - Licensing Considerations and Family Office Perspective14:25 - Importance of Licensed Partners in Fundraising18:22 - Reasons Behind Opting for a Fund#billionaires #billionairesecrets  #familyoffices  #investor #privateinvestors #capitalraising #funding   #investorclub #businesssecrets #businessstrategy 
Released:
Dec 7, 2023
Format:
Podcast episode

Titles in the series (100)

The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities. The Family Office Club has over 3,000 registered investors and our online investor community has over 450 recorded investor mandates, with a normal 30 live events hosted a year with 6,500 participants at those live events. To learn more please visit http://FamilyOffices.com or call (305) 503-9077 Investors can access our deal flow at HTTP://InvestorClub.com and HTTP://DoctorsInvestorClub.com