Family offices
Family offices as investors: how they decide, what they give up, and how to pitch them
This hub covers family offices as allocators in private markets: how they choose between investing directly and through funds, what they expect from managers who pitch them, and what running a family office costs. It asks what happens, who pays, and what the numbers really say.
What readers ask
- What is the minimum net-worth to have a family office?
- How much money do you need to run a family office?
- What are the disadvantages of a family office?
- Is a family office better than a trust?
- What is the best legal structure for a family office?
- How do family offices invest money?
In preparation
- Pitching a family office: why the first meeting is about the family, not the fund
- Direct or through a fund: what a family office gives up when it goes direct
Data and tools in preparation
- DataFamily office running costs
- DataFamily office commitment sizes