Finance Hour On J-air

Episode 37 – Keeping it in the family with Yehuda Gottlieb of the Spotlight family office

Informações:

Sinopsis

Yehuda Gottlieb is the General Manager of Investments at Spotlight Group Holdings, LTD., a privately-held commercial holdings company based in South Melbourne, Australia with operations across the country as well as in New Zealand and Asia. He has over a decade of experience in advising and consulting middle-market and publicly listed companies with corporate strategy, mergers and acquisitions, and raising capital. His responsibility at the Spotlight Group includes managing the company’s Family Office, specifically focusing on investment management, private equity, corporate advisory, and corporate strategy. Yehuda joins me today to discuss what family offices are and the various roles that make up a family office. He explains how Family Offices differ from traditional corporate company offices, why ultra-high net worth investors choose to open a family office, and the mindset differences between an average investor and an ultra-high net worth investor. He also explains how the Spotlight Group Holdings Famil