From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

Most family offices investing millions in private deals are flying blind — and it's costing them years of regret. Private equity expert Susan Lindeque — with over $1 billion invested — reveals the due diligence steps most family offices skip and how to pressure-test projections and verify competitive moats before you're locked in. She shares her proven framework for building a focused investment thesis, vetting deal flow, and protecting your portfolio from the biggest pitfalls in private markets: weak management teams, regulatory blind spots, and liquidity risk.  If you manage or advise family wealth, this episode gives you the process to invest smarter and sleep better at night. --------------------------------------------------------------------------------- Connect with Susan Lindeque!🌐 Website: www.avestix.com🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque Learn more about your ad choices. Visit megaphone.fm/adchoices