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Family Offices for Searchers: A Primer

James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.

Topics in James’s interview:

What is a family office?

Family office capital sustains private markets

You may wear jeans, but there are tradeoffs

Private, insular nature of family offices

How to network with family offices

When it makes sense to exit to a family office

Long-term holds are a good fit

Playing defense and offense within family offices

Family offices do not need to raise capital

Family offices may be friendlier to smaller deals

References and how to contact…

The skinny

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