Merchant Banking

Merchant Banking (and direct investing)

Family Office Private Advisors LLC

Wisdom Board offers unique, bespoke, buy-side only based expert counsel for family enterprises, family offices, and super-entrepreneurs with regards to direct investment activities.

Services are offered on a case-by-case basis, involving commercial arrangements including retainers, deferred consideration, and at times, board seats and equity.

Wisdom Board offers unique advisory and merchant-banking resource for single- and multi-family offices, wealthy individuals, holding companies, and their related private holdings.

Family Office Private Advisors (“FOPA”) is one of our preferred expert providers in this resource segment.

With deep private equity, venture capital, governance, operations, strategy, and corporate development experience, Family Office Private Advisors has unique expertise to offer customized solutions that initiate, expand, deploy, and enhance its clients’ direct private equity portfolios.

Through its nexus of strategic relationships, Family Office Private Advisors helps its clients invest in small- and mid-sized private firms in sectors with strong domain expertise (consumer, luxury, food, retail, restaurants, apparel, beauty, design, art, digital, media, asset management).

The firm specializes in developing customized solutions in:

• Direct investments

• Leveraged Buyouts

• Co-investments

• Private Equity Portfolio Enhancement

• Private Equity Portfolio Expansion

• Governance consulting and participation

Family Office Private Advisors does not offer proprietary investment products nor is an investment manager, avoiding conflicts of interest and empowering client goals.

Reach out to us to discuss these resources as a member or non-member ! See “Learn More” above