Ep 2 – Infrastructure, Secondaries & Saying No to FOMO Deals

Send us Fan Mail Episode 2 of Inside the Family Office: Live Investor Panel Real family office practitioners and allocators share how they structure deals, protect families, and think about wealth: Isaac, a former Morgan Stanley advisor who now runs a multi-family office and investment bank in L.A., walks through how his team allocates across public and private markets. He explains why secondaries and “cleaning up cap tables” are attractive right now, how he thinks about SPVs and fee layers,...