Family Business Magazine

This case study by David Seitz of Pearl Meyer explores how Vantage Bank employed a structured framework to professionalize its executive compensation program, improve pay transparency and strengthen board governance.

The five pillars of Vantage Bank Texas’ executive compensation strategy A case study exploring how one family business professionalized its executive compensation program, improved pay transparency and strengthened board governance.

Direct investing as a family can be exciting, but it can also be daunting.

In this article, Bruce Roberts of Carofin provides a practical framework for evaluating whether a direct investment opportunity aligns with your family’s investment philosophy, liquidity needs, governance standards and tolerance for volatility.

Let us know in the comments if you have additional thoughts on how to approach prospective private company investments as a family.

7 questions to ask before investing in a private company A practical framework for evaluating whether a direct investment opportunity aligns with your family’s investment philosophy, liquidity needs, governance standards and tolerance for volatility.