The Authority Business Show

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

42 min · 7 de jul de 2026
Portada del episodio From Direct Deals to Quality Portfolios: A Family’s Path to Peace of Mind

Descripción

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 [http://www.avestix.com] 🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque [https://www.linkedin.com/in/susanlindeque] Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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