Advanced Family Office Execution, Legacy, and Deal Structures, video 20 of 20
Co-Investment Fund and Deal Structures, Podcast, Family Offices and Family Office Club
This video covers co-investment funds and deal structures that family offices may evaluate. The subject connects to participation rights, decision making, diligence, reporting, fees, timelines, and information sharing. It also gives families a framework for comparing direct investments, pooled funds, and co-investment opportunities when reviewing an MFO’s investment process and service model.
Why watch
- Learn the basic purpose of co-investment funds and key deal structure considerations.
- See how investment structures can affect participation, decision making, reporting, and coordination.
- Prepare practical questions for evaluating an MFO’s investment process and service model.