Direct Private Investing

Family Office Interest in Private Equity Grows

Private equity is becoming a key part of family offices’ investment strategies, according to a recent report, “Family Offices and the Future of Private Markets.” The report found that about 40% of survey respondents plan to increase their allocations to private equity in the next two years.

How should family offices think about cryptocurrencies?

For family offices that are considering adding cryptocurrency exposure to their Investment policy statement, there should be extra emphasis on doing due diligence on all aspects of an opportunity.

When is Direct Investing a Good Fit for Families?

“A lot of families talk about direct investing, but most shouldn’t do it. Direct investing is hard — it's not an easy business to get right,” says Paul Carbone, co-founder and vice chairman of Pritzker Private Capital.

Direct investments at a crossroads

Direct investments are popular with family offices: Globally, 80% of family offices engage in them. But in this year’s family office survey by Citi Private Bank, “we saw a bit of a crossroads,” says Alexandre Monnier, global head of family office advisory for Citi Private Bank.

Going Direct: The Family Office and Direct Investing

Global wealth has reached historically high levels, and many wealth-creating families are becoming more organized via the structure du jour: the family office (FO)....