In this issue:
- “Family Retreat Governance” by Ross W. Nager, CPA
- “PE: 101—A Primer on Private Equity” by Dennis A. Montz, CFA, CAIA
- “Considering Life After the Sale” by Lissa Gangjee, JD, CFP®
POSTED IN: Governance, Investments, On Watch, Planning
TAGGED: Asset Allocation, Private Equity, Retreats