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.
Lincoln Property Crosses $2 Billion in 2026 Capital: Family Offices Are Back in CRE
Lincoln Property Company crossed $2 billion in capital formation in 2026, driven substantially by family office partnerships. The anchor investors — connected to Pilot Flying J and Endeavor Energy
How Accredited Investors Access Family Office Co-Investment Deals in 2026
How Accredited Investors Access Family Office Co-Investment Deals in 2026 How Accredited Investors Access Family Office Co-Investment Deals in 2026 By Jeff Barnes, MBA · July 23, 2026 ·...
Separately Managed Accounts in Alternative Investments: Why the Ultra-Wealthy Skip Commingled Funds
A separately managed account (SMA) in alternative investments is a bespoke portfolio arrangement where a single LP receives customized terms, direct asset-level transparency, and negotiated fee struct
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...