Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and end-users.
Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/
Terrabella Wealth Website: https://terrabellawealth.com.au/
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
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