Investor Connect

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Latest Episodes

Investor Connect: Merom Klein & Louise Klein of Courage Growth Partners
Welcome to another episode of Investor Connect! I'm Hall T. Martin, and today we explore funding strategies with Louise Yochi Klein and Merom Klein of Courage Growth Partners. Louise Yochi Klein, PsyD, and Merom Klein, PhD, are distinguished business psychologists and leadership experts. As Principals at Courage Growth Partners, Yochi…
Best Practices for Setting Up a Family Office
Best Practices for Setting Up a Family Office In setting up a family office consider these best practices: Build an investment strategy that leverages the strengths of the family including their skills, resources and network. Set up a formal diligence process to screen incoming deals in a rigorous manner. Assess…
Drawbacks to Starting a Family Office
Drawbacks to Starting a Family Office There are drawbacks in starting up a family office. Consider these challenges in setting up your family office. The upfront and ongoing costs can be considerable. These costs include the following: Hiring professionals and operational people can cost a great deal in today's market.…
Operational Objectives for a Family Office
Operational Objectives for a Family Office In running a family office there are several key operational objectives for the family office to achieve. Here's a list of key areas to consider: Governance. This includes leadership, board management, communications and succession planning. The leadership should continuously improve the operational efficiency of…
Choosing a Leader for a Family Office
Choosing a Leader for a Family Office In setting up a family office, one must choose someone to lead it. There are several types of leaders to consider: Operations -- focuses on the day-to-day tasks of running the business. This leader provides oversight over all aspects of the business including…

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