Monitoring and Managing a Portfolio of Direct Investments

This video is part of the Qualified Family Office Professional (QFOP) video series available through the Family Offices Group. The following video provides information regarding the monitoring and management of a portfolio of direct investments for family offices.

To learn more, and get two chapters from Richard C. Wilson’s best selling book, “The Family Office Book: Investing Capital for the Ultra-Affluent.” please download our free Family Office Report PDF on single and multi-family offices right now by visiting:

Keywords: family office association, family offices group, richard wilson family offices, family office video, monitoring a direct investment portfolio, managing a direct investment portfolio

About Richard C. Wilson