Private Equity
How Family Offices Structure Direct Co-Investments Alongside Private Equity Sponsors
Family offices invest directly in PE deals alongside a sponsor through a co-investment SPV, gaining lower fees but facing tight diligence deadlines.
Jeff Barnes, MBA··12 min read
Alternative Investments
How Family Offices Invest in Alternatives: The Allocation Blueprint for Accredited Investors
The UBS Global Family Office Report 2025 surveyed family offices managing an average of $1.6 billion in assets and found that private equity represents 21% of average global family office portfolio...
Jeff Barnes, MBA··6 min read