
For New Sellers: Family Offices – What They Look for When Buying a Company
M&A Talk: #1 Podcast on Selling a Business
Disclosure and Privacy in Family Offices
The chapter explores the level of disclosure that family offices are willing to provide, including information about the principal, wealth accumulation, team composition, and acquisitions. It discusses the importance of maintaining privacy due to the high value of assets involved and shares an anecdote about a family office being targeted by hackers. The conclusion is that family offices are more open to sharing information with trusted institutions under strict confidentiality.
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