How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International Business Consortium Inc. [email protected] Jeffrey.
Download ReportTranscript How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International Business Consortium Inc. [email protected] Jeffrey.
How US Family & Private Wealth Management Offices Explore and Participate in Canadian Investment Opportunities Firoz Shroff Idea Sponsor and Founder International Business Consortium Inc. [email protected] Jeffrey Lam VP, Project Development International Business Consortium Inc. [email protected] Our Scenario Our Mindset for Family Office Conventional Our Model Family Wealth Family Seed/Hybrid Capital ($1M) Induct Founder's Founder's Entrepreneurial Entrepreneurial Capacity Capacity to Originate Invest Pay Fees & Share Return Pay Fees ($..M) Conventional Return Mega Return ($100M+ in 5 years) Benefits of Our Model 1. Little Investment, Mega ROI 5. Succession of Social Wealth Through Goodwill High Return, Low Risk, Philanthropy & Succession Coming Together 4. Succession of Founder‘s Intellectual Wealth 2. Little Risk 3. Tax Planning Through Philanthropy SE Deal Making Process 1% Financial Seed/Hybrid Capital ($1M) Intellectual Acquisition of Asset Intellectual Value Creation Payback + profit at first stage Attract Financial Partners Entrepreneurial Integration - Add business dimensions to asset e.g. Wellness Retail Entertainment Senior homes Residential Social Attract JV Partners Mega Return ($100M+) Partnership - Add social dimensions to asset e.g. Government Hospital University UN Childcare 99% Intellectual Social Capital & Goodwill Family Office Model 2. SUCCESSION PLANNING 1. WEALTH PRESERVATION 3. PHILANTHROPY Apprenticeship Intellectual Empowerment of Family Education Venture Financing Unsecured Loan Network Wealth Creation Social Partnership Experience of Founder Seed Capital OBJECTIVES Mega Return Social Entrepreneurship Fund Endowment FUNDING "Wealth is when small efforts produce big socioeconomic results which we can share. Poverty is when big efforts produce small socioeconomic results with nothing to share." - Firoz Shroff SHARING And Q&A Firoz Shroff [email protected] Jeffrey Lam [email protected] Office #: 416-225-0573 ** You can also find this slide on the event CD. The presentation video will be available at request.