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Karen Rands - Compassionate Capitalist
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  • About Us
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September 7, 2021  |  By Karen Rands In Podcasts
Compassionate Capitalist Show: Family Offices and Private Venture Investing
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  • Compassionate Capitalist Show: Family Offices and Private Venture Investing
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One of the Inside Secrets of the Wealthy, true Compassionate Capitalists, is this notion of a 'family office'.  Family offices differ from a high networth individual who hires professional service providers with multiple clients, to advise them about investment, tax and legal matters. Ultra high net worth families, with generational wealth, will create a family office to be dedicated to the specifc capital investment and philanthropic interests of the entire family through an integrative approach to increase their wealth but also to preserve it for generations to come.  Typically that leads to portfolios with traditional investments for preservation and income producing real estate for wealth creation.  

Listen to learn how Jamie Rhode, the Vice President at Verdis Investment Management, helped this family office diversify their portfolio in to private ventures, venture capital and private equity... investing in companies not yet on a public stock exchange.  Learn of their methodical data driven approach to establishing their investment mandate, sourcing, risk management and due diligence to provide for the current generation and build wealth for 3 generations into the future through venture investing strategicly.  Karen and Jamie discuss the data science & resources used to mitigate the risk when looking for the breakthrough innovations for vintage year 2021.

To reach Jamie Rhode,  https://www.linkedin.com/in/jerrcfa/

To learn more about how Kugarand Capital Holdings helps investors develop strategies to source, evaluate and diversify into private ventures please visit http://kugarand.com  

Get your copy of Inside Secrets to Angel Investing at http://insidesecretstoangelinvesting.com

Watch the show here: https://youtu.be/kw629GQCebM

angel investing family office generational wealth venture investing wealth

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Podcast Reviews

  • Great show!
    April 14, 2021 by maxmillsaps from United States

    The host is great. Definitely knows what she's doing. Invites the right guests and asks the right questions. I love this show!

  • Excellent Show!
    April 14, 2021 by LK_Jensen from United States

    Great host, great insights and great topics. I cannot recommend this show enough!

  • Great!
    April 13, 2021 by tommye w-c from United States

    Incredible content. Karen is a passionate host and is very knowledgeable.

  • Amazing insights!
    April 13, 2021 by Joshill:) from United States

    Thanks for this practical show, what a great production for investors! Love the host and guests :)

  • A must-listen
    February 11, 2021 by Mark Colgan from United States

    The perspectives Karen and her guests offer on this podcast are incredible. I highly recommend this show. Thanks Karen!

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