The Role of Family Offices in Managing Private Equity Portfolios

Written By Cora

Family offices provide comprehensive management tailored for high-net-worth individuals with substantial private equity portfolios. We handle due diligence, risk assessment, portfolio diversification, liquidity event planning, and tax strategy execution across an array of institutions. California-based unicorn executives can particularly benefit from personalized services that optimize the alignment of private equity investments with broader financial and lifestyle goals.

Clients obtains much more flexibility with the same amount of net worth, not limited by a particular private bank, or a particular advisor, or a particular set of products. Family office is like the Costco of wealth shops.

Cora

With 10 years of experience managing wealth for millionaires, billionaires, and BigLaw firm partners across mainland China, Hong Kong, Los Angeles, San Francisco, and Silicon Valley, Cora brings a unique fusion of expertise in global deal sourcing, structured financing, portfolio management, capital markets, and investment banking solutions. Having managed over $3 billion in assets and worked with hundreds of business leaders, she drives strategic cross-border solutions and fosters a collaborative ecosystem. Licensed in three jurisdictions, Cora is adept at navigating regulatory complexities in dynamic markets.

https://www.linkedin.com/in/coragao/
Previous

Tax-Efficient Structures: Maximizing Returns on Private Equity Investments
Next

Beyond IPOs: Alternative Liquidity Strategies for Private Equity Investors