There are no formal guidelines, as I was saying…

There are no formal guidelines, as I was saying, we only wanted to put 50% of the money in the PE space, and it was on a deal by Deal basis. We might have a very high percentage at one point, and then we look at the overall investment portfolio and say, we are a little bit too heavy here.

— from The Flight Plan (Purpose/Wisdom/Risk) · Family Office - Investing Capital for the Ultra Affluent by Richard C. Wilson

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• Decisions & Choices (Decision/Choice/Focus/Forethought/Consequences)
• Leadership & Business (Leadership/Business)

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