I work with a handful of family offices and boutique private equity firms who make direct investments in mature small/medium sized businesses, early-stage companies, turnaround companies and real estate investments. I assist these clients with the following services offered by Wells Fargo Advisors:
- Management of their long-term investment portfolios
- Short-term liquidity management
- Lines of credit secured by marketable securities
- Pre-sale planning
- Management of their long-term investment portfolios
- Short-term liquidity management
- Lines of credit secured by marketable securities
- Pre-sale planning