Single Family Office Fireside Chat: Negotiating Deals, Building a Portfolio of Investments, Scaling Businesses, and Joint Venture Strategy Case Studies | Dr. Alexandra Cook
Episode Description
Dr. Alexandra Cook is a second-generation single family office executive and the powerhouse behind Sunburst Ventures, with operations spanning Florida and Puerto Rico. In this rare fireside chat, she shares negotiation tactics, portfolio management frameworks, and behavioral insights learned from over 30 years in finance and private investing.
You’ll learn:
Three advanced negotiation and deal structuring strategies she uses behind closed doors
The #1 counterintuitive secret to partnering with $100M+ families
How she filters deal flow and what actually gets her attention in a pitch
Real-world joint venture case studies and lessons from managing across industries
Her million-dollar advice on people, personality typing, and not being a control freak
A must-listen for family office executives, strategic partners, and anyone navigating deals at the ultra-wealthy level.