Articles
Deal Round-Up: Family Offices Back Digital Assets, Energy and Private Placements
Family office capital is flowing into digital asset platforms, energy portfolios and structured private placements, with firms pairing direct investment activity with strategic partnerships and platform expansion.
From Outsider to Insider: Integrating New Employees Into the Family Office
Family offices are rethinking onboarding, starting before day one and extending beyond training into culture, governance and knowledge transfer.
Beyond Wealth Preservation: Using Capital to Drive Change
Family offices are blending philanthropy and investing through catalytic capital, backing mission-driven companies with return potential. From education access to women’s sports, families are aligning wealth with purpose while improving impact measurement, accelerating capital deployment and redefining stewardship across generations.
Deal Round-Up: Family Offices Back AI, Mining and Public Company Financings
Recent single-family office deal activity spanned artificial intelligence, natural resources, fintech and public-company financing, with family-backed capital showing up in both early-stage growth rounds and structured, asset-backed deals.
Values Are a Key Ingredient in a Successful Succession
Leadership transitions in family offices — especially across generations — are emerging as a major risk point, as evolving trust structures and diverging family priorities add complexity. Success hinges less on technical execution and more on aligning around shared values, purpose and governance — ensuring new leadership reflects the family’s mission even as it adapts to change.
Private Trust Companies Move from Administration to Engagement
Private trust companies are evolving from back-office administrative tools into powerful platforms for family engagement and governance. Beyond handling trust mechanics, PTCs can involve rising generations, create structured decision-making through boards and committees, and align families around a shared approach to wealth, helping strengthen both strategy and family harmony.
Healthcare Investing for Family Offices: Where Opportunity Meets Complexity
Healthcare may be massive, but for family offices it’s anything but simple. Investment professionals say opportunity lies in private markets, but only if you bring domain expertise, the right partners and patience.
Health Is Wealth: Why family offices must treat optimized healthspans and longevity as a...
A new era of health governance, longevity strategy, and preventive healthcare is redefining how family offices protect wealth, leadership, and generational continuity. Family offices are designed to preserve and grow wealth across generations. They are sophisticated in managing investment portfolios, risk management, governance structures, and succession planning. Yet one of the most critical assets remains consistently under-managed: human capital health.
Deal Round-Up: Family Offices Drive Real Estate, Energy and Commercial Roofing Deals
Family offices and private family capital vehicles were active across real estate, energy and commercial roofing deals in recent days, with activity spanning direct lending and opportunistic asset acquisition.
How Family Offices Can Find a Natural Fit in Independent Sponsor Transactions
Independent sponsor deals are gaining traction with family offices seeking investments that align with their operational strengths. Targeting lower middle market businesses, these deals offer smaller check sizes, greater influence and potential tax advantages—while requiring faster decision-making and a more hands-on, nimble approach than traditional fund investing.











