Over the course of the past decade, we have been fortunate to develop relationships with a number of well-established family offices. From Palo Alto to Boston and Montreal to Mumbai these organizations span diverse geographies, but they share in common a principled commitment to making direct investments.
By coming to understand how a particular family office approaches its work as a long-term investor, we are able to provide a range of advisory services that may include facilitating an introduction to a like-minded family office or providing investment banking counsel to a portfolio company. In every case, our focus is on the family office relationship – not on a specific transaction.
It is uncommon for a family office to maintain an active relationship with an advisory investment bank like Oleet & Co. Accordingly, we are grateful for the opportunity to provide long-term counsel to investors who believe, as we do, that value is created by hard work – not by financial engineering.
As more family offices question the risk-adjusted returns associated with the traditional private equity fund model, we have observed rising interest in direct investments. If you manage or are a member of a family office and would like to learn more about the nature of our work advising other family offices, please contact Jason Adam Oleet, Managing Director, at joleet@oleet.com or on +1.802.540.3101.