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Family Office Direct Investing: Long-Term Capital, Private Deals, and the Quiet Logic of Ultra Wealth Allocation

by Alden Merrick
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Current price ₹1,581.00
Original price ₹1,749.00
Original price ₹1,749.00
Original price ₹1,749.00
(-10%)
₹1,581.00
Current price ₹1,581.00

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Book cover type: Paperback
  • ISBN13: 9798259291041
  • Binding: Paperback
  • Subject: N/A
  • Publisher: Independently Published
  • Publisher Imprint: Independently Published
  • Publication Date:
  • Pages: 254
  • Original Price: GBP 13.45
  • Language: English
  • Edition: N/A
  • Item Weight: 595 grams
  • BISAC Subject(s): Finance / Wealth Management

A practical guide for family offices that want to invest directly with discipline, patience, and control. This book explains how ultra-wealthy families can move beyond fund allocations and build a professional approach to private deals, from setting the mandate to realizing exits. It combines strategic framing with hands-on methods for sourcing, evaluating, structuring, and overseeing illiquid investments.

The chapters follow the full investment lifecycle, showing how to translate family priorities into a clear policy, size positions responsibly, manage liquidity, and maintain decision rights and governance. It also covers sourcing channels, screening criteria, standardized investment memos, and due diligence workstreams that hold up after closing.

Inside, readers will find coverage of:

  • Capital allocation frameworks for net worth, cash flow, and long-term commitments
  • Deal sourcing discipline through relationships, brokers, and direct outreach
  • Valuation approaches for private companies and other hard-to-price assets
  • Structuring tools that improve control, protection, and information access
  • Underwriting methods that test downside risk with clarity
  • Funding management for capital calls, co-investments, and reserve planning
  • Portfolio construction techniques for diversified but illiquid holdings
  • Ownership practices that support management without adding unnecessary noise
  • Reporting, monitoring, and compliance routines for stakeholders
  • Exit preparation, post mortems, and playbook refinement after realization

What makes this book useful is its emphasis on real ownership, not just deal approval. It shows how family offices can think like long-duration investors, maintain operational rigor, and avoid common mistakes such as weak governance, poor concentration control, and optimistic underwriting. The result is a framework for making private investments that fit family objectives and remain manageable over time.

Ideal for family office principals, CIOs, advisers, and investment professionals responsible for direct private investments.

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