How Peesh Chopra Evaluates Private Investments for Family Offices
Private investments can offer family offices access to businesses, growth opportunities, and long-term value creation that may not be available through traditional public markets. They can also introduce complexity around valuation, liquidity, governance, information access, and exit opportunities. For Peesh Chopra, evaluating private investments within a family office strategy requires more than identifying an attractive company or promising market. The investment needs to fit the family's broader objectives, risk capacity, time horizon, liquidity requirements, and approach to long-term wealth creation. A strong private investment process therefore begins with understanding the role an opportunity should play within the overall family office portfolio. 1. Understanding the Purpose of the Investment Before evaluating the investment itself, it is important to understand why the family office is considering it. A private investment might be intended to provide: Long-term capi...