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What Family Offices Want in an Investment — And How We Deliver
Manage episode 502541493 series 3647379
Join us for a candid conversation with Van Isley of Isley Family Ventures as he shares his journey from humble beginnings to launching a successful family office and investing across multiple asset classes. Hosted by Paul Bennett, this episode delivers firsthand insights into how family offices approach diversification, due diligence, and active versus passive investment strategies.
Van reveals the principles behind his investment decisions, his highly positive experience partnering with AAA Storage, and practical advice for families building long-term wealth. Whether you're managing generational assets or looking to refine your approach, you'll find clear, experience-backed guidance in this discussion.
Connect with Us
- LinkedIn: https://www.linkedin.com/company/aaa-storage-investments/
- Instagram: https://www.instagram.com/aaastorageinvestments/
- X: https://x.com/investments_aaa
- Facebook: https://www.facebook.com/people/AAA-Storage-Investments-LLC/61575027573292/
Chapter Outline
(00:00) Van Isley’s Career Journey
(08:52) Building an Investment Philosophy
(14:07) Active Versus Passive Investments
(17:35) Due Diligence and Decision-Making
(21:23) Investing in Self Storage and AAA Storage
(26:38) Experience as an AAA Storage Investor
(29:08) Advice for New Family Offices
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