Direct Investment Planning

Direct Investment Planning Direct Investment Execution Risk & Return MeasurementDirect Investment Oversight

For centuries, direct ownership of operating businesses or operating assets has been the main source of wealth creation for families and their principals. Ownership of direct investments is part of the DNA of most entrepreneurial families.

Certain BGA Affiliates can provide services designed to support the development and implementation of Direct Investment Plans.

Typically our clients have 30%-to-90% of their family’s net worth represented by the equity value of direct investments they hold in operating businesses or operating assets. In addition, their operating businesses typically generate 25%-to-95% of the income they use to support their lifestyles. With so much of their family wealth and income dependent upon such assets, it is easy to understand why our clients wish to achieve optimal performance from their direct investments. That is why we specialize in offering FODIS services.

Our FODIS competency enables clients to attain the benefits of direct investments while minimizing the challenges. We offer a holistic range of direct investment services to clients. In some instances clients with multiple business holdings wish to re-examine their portfolio of direct investments. In other instances, clients are trying to make capital allocation decisions between or among their current businesses and new direct investments. Still other clients need to revisit their direct investment competency from one generation to the next. There also have been clients who had historically built their family wealth through the direct ownership of businesses, but had decided to monetize their business for some reason. After a period of time allocating their investable wealth among various asset classes, they decide to return to direct investments recognizing that it is difficult to generate returns as strong in other asset classes.

BGA has a stable of experienced direct investment and corporate development professionals, who are able to support the planning and implementation initiatives that are critical to achieving successful, profitable direct investment results. They are also willing to link a substantial amount of their compensation on achieving productive, measurable results for clients.