As part of the new Investment Committee Series, Will Bonner and Joseph McLiney are sharing their experiences of setting up and managing their family investment committees. We’d like to hear from our members about their thoughts on this important process.
This month, Will outlines some of the reasons why the Bonner family business, Agora Inc., does not form part of the investment portfolio managed by the family investment committee.
What are the risks and trends that affect your family business?
And how do you counteract these in your family investment portfolio?
What is the size of your stake in the family business relative to your family portfolio?