Business Ownership at a Crossroads: Key Questions for Planning What’s Next
Families who have built the majority of their wealth in one company often face the difficult decision of whether to sell or retain their investment. Recently, Doug Macauley and Nicole Nava authored a piece in Worth Magazine that explores five key questions to consider when making this decision.
Whether you’re a business owner or simply interested in wealth management strategies, read this article for valuable insights into navigating the complexities of divestment decisions.
Doug Macauley, CFA - Doug Macauley is a Partner for the Private Client Practice at Cambridge Associates. Doug has over 25 years of investment experience. At CA, he works with a number of private clients and institutions ranging in size from $125 million to over $5 billion. He has also worked with non-profit entities, including family foundations that originated […]
Nicole Nava - Nicole Nava is a Senior Investment Director at Cambridge Associates.
About Cambridge Associates
Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients implement and manage custom investment portfolios that generate outperformance and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.