Navigating Performance Fee Models: Key Considerations for Investors

Family Office Podcast - Private Investor & Investment Insights

English - December 07, 2023 13:00 - 21 minutes - 15.1 MB
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Whether you're an investor, financial professional, or simply curious about fee structures, this discussion provides valuable insights into the world of performance-based fees.

Richard Wilson breaks down the nuances, advantages, and potential pitfalls associated with these fee structures, offering practical tips and considerations to help you make informed decisions. Join us as we demystify Performance Fee-Only Structures and empower you with the knowledge to navigate the financial landscape effectively.

01:57 - Introduction to Business Challenges
02:10 - Scrutiny on Performance-Only Registrations
04:11 - Balancing Fees and Performance for Family Offices
06:19 - Investor Preferences for Direct Deals Over Funds
08:22 - Co-Investment and Differentiating Investor Preferences
11:07 - Licensing Considerations and Family Office Perspective
14:25 - Importance of Licensed Partners in Fundraising
18:22 - Reasons Behind Opting for a Fund

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