engaging

 

PKF’s Funds & Family Office team uses (very) exclusive dinners to provide a forum where Ultra-High Net Worth individuals and families can meet peers and share experiences about some of the issues that face them.

 

Words hard at work…
Reporting
Winning
Beginning
Persuading
Selling
Launching
Repositioning

Achieve something worthwhile

Disenchantment with institutions, while a prime issue, was not the only driver for an increased interest in co-ventures. Many were alienated by the passivity, the extent of separation: sign here; we’ll be in touch.

Many families – even second or third generation, who often consider themselves wealth stewards rather than creators – expressed enthusiasm for a greater level of involvement. These are lively, active, entrepreneurial people. They don’t want to just write a cheque and wait; they want to do things! Co-ventures, involving complementary, cooperative engagement, can offer greater potential for participants to feel something more than just money is involved; that they can really contribute, help achieve something worthwhile.