Family Office Showdown: Private Company Direct Investing vs. Private Equity Funds

Family Office Showdown: Private Company Direct Investing vs. Private Equity Funds
Featuring: Angelo Robles, SFO Continuity vs. Robert Grenley, Visionary Private Equity Group

Is direct investing the true path to building an empire, or do private equity funds hold the key to exponential wealth creation for family offices? Join us in this high-stakes debate as Angelo Robles goes head-to-head with private equity pro Robert Grenley to challenge the status quo of wealth management.

* Hear the Unfiltered Truth: Angelo argued that many private equity funds underperform net of fees and leave family offices with zero control and engagement opportunities for the next generation. Are private equity funds worth the so-called “illiquidity premium,” or is that premium just a myth?
* Learn the Pros and Cons of Both Approaches: We explore whether direct, controlling investments—though often deemed “harder”—can offer superior returns and greater family involvement. Or, as Robert Grenley will passionately argue, do PE funds offer diversification, professional management, and long-term stability that direct investing can’t match?
* Understand the True Cost of Fees: How do the notorious “2/20” fees in private equity funds impact your overall returns? And why does Angelo believe you can build a more cost-effective and strategically aligned team by going direct?
* Debate the Value of Long-Term vs. Short-Term Capital: Are PE funds, with their 5-10 year exit horizons, forcing family offices into timelines that don’t fit their goals? Could patient capital and direct investments be the answer for families thinking 50 years out?

Prepare for an All-Out Battle of Ideas:
This isn’t just a discussion—it’s a showdown of perspectives on how to best manage, grow, and preserve family wealth. Angelo will expose why direct investing has “never been easier” and debunk the myths around its complexity and cost. Robert will counter with the case for why private equity funds—despite fees—deliver professional management, reduced risk, and exceptional value for family offices.

Don’t miss this chance to witness a no-holds-barred debate that will challenge everything you thought you knew about family office investing.

#familyoffice #familyofficetv #angelorobles