Co-Investing With Your Clients? Consider These Tips First
Without a process for evaluating these opportunities, you can easily end up with a hodgepodge, disparate collection of private investments.
July 26, 2018 at 12:51 PM
1 minute read
Think Big Picture 
Evaluate Track Records Understand the Terms Size Appropriately Understand the Tradeoffs Important Disclosure: Justin Peacock is an owner and wealth manager at BDF, a wealth management firm based near Chicago, where he leads the firm's attorney practice group. He can be reached at [email protected].
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