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Family Office Investing: Portfolio Management for the Long Haul

Senior investment professionals from three family offices discuss strategies for long-term portfolio management, how to think about the goals for a direct investing portfolio, and more.

During this panel session, originally broadcast during a live LinkedIn event, senior investment professionals from three family offices discussed strategies for long-term portfolio management.

Tony Wood of RSM US LLP moderated the panel, which features Andrea Nickel of Celina Capital, Brad Scholtz of Scott Capital, and Ken Heuer of Kidd & Company. The speakers discussed how to think about the goals for a direct investing portfolio, the advantages of patient capital, and the resources needed to manage and monitor investments.

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This panel is part of ACG’s Family Office Series, sponsored by RSM US. RSM develops multigenerational relationships with family offices by providing tailored advisory services to help sustain family visions in an evolving, digitally driven world. Learn more at rsmus.com/what-we-do/services/tax/private-client/family-office-services.html.

Check out other family office-related content produced as part of this series at acg.org/networks/family-offices/family-office-content-series