Morgan Stanley report. Preserving wealth across generations. Maximizing philanthropic impact. Leaving a powerful legacy.
club deal
Originally, Club Deals were made among members at the country club who already have relationships established before among one another
Club deals have been popular with private equity firms and are gaining popularity along family offices
Private Club deals are more effective than funds, because they offer efficiency, transparency, alignment of interest and flexibility.
Thorough investigation significantly contributes to informed decision making