Despite not having a background in private investing, John…

Despite not having a background in private investing, John found that he enjoyed seeing and evaluating deal flow, employing his experience and network to assess deals, and having the opportunity to engage with other families. These activities reminded him of his days building Rybat Manufacturing. He believed that his insights into the manufacturing industry could be of great value to him, and potentially to other families who were less well connected or knowledgeable in the space. John was also attracted to the investment returns that private deals offered and the ability to access unique opportunities in a host of other areas not otherwise available to traditional investors. He committed to making direct investing a more significant part of the overall investment portfolio and enlisting Michael and the family office to assist him.

— from The Instruments (Awareness/Perception/Expectations) · *Family Office: A Comprehensive Guide for Advisors, Practioners, and Students by William I *

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