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Insights and Peninsula Road News

Insights for Owners

Whether you’re considering selling, raising capital, or passing the business on, you’re not alone. These articles are drawn from real conversations with business owners navigating the same decisions.

No hype. No fluff. Just perspective that helps you think more clearly.

 
Posts tagged Family Office
Viewing Liquidity as a Business: Strategic Management Post-Sale

The liquidity event from the sale presents a significant financial opportunity, but it also demands meticulous management to guarantee the long-term preservation and growth of wealth. Just as the family business was handled with strategic planning and governance, the newfound liquidity should be managed with the same level of rigor. In essence, treat your family wealth as you would a business.

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Demystifying the Family Office

In this article, we'll explore the unique characteristics of family offices, their investment strategies, and the diverse range of investment options they pursue. If you’re pursuing an investment and think a family office might be the right partner for you, hopefully this article will shed some light on who they are and how they operate.

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