3min chapter

Think Like an Owner cover image

Chris Hoffmann - Building Scale in Home Services - Ep.167

Think Like an Owner

CHAPTER

How Off and Brothers Diversify Their Balance Sheet

80% of our public equity exposure is just in a S&P 500 direct indexing taxless harvesting strategy that sits with Goldman Sachs. And then we participate across in the alternative capital markets across a number of different private investment opportunities. So thank everything from venture capital, the life sciences to traditional lower middle market buyout for different real estate strategies. We've made a decision as an organization and as the two shareholders should say, you know what, we're going to keep everything together.

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