Authored by RSM US LLP

Tony Wood, RSM principal and U.S. enterprise leader for family offices, speaks with fellow family office intermediaries during the Association of Corporate Growth Fall Summit about their approach to collaborative investing in today’s environment. From co-investing alongside private equity firms to partnering with independent sponsors and other families, panelists discussed how they evaluate opportunities, what they look for in an investment partner and whether COVID-19 has changed their approach to co-investing.

To watch the full discussion, see video below.