Turning Down Investment Offers… From Friends and Family

August 2, 2013

Chief Executive Maria Elena Lagomasino was quoted in The New York Times. UHNW families are often bombarded with investment ideas for new business ventures and requests for funding from friends and family members. But how do you say ‘No’ without alienating your relations? Enter the family office. Directing all investment opportunities into the same vetting process that you do for all your investments can help sugarcoat the response when you have to tell them “my advisor is telling me I shouldn’t…”

Read the full article in The New York Times