Alternative Investments
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 ·...
Jeff Barnes, MBA··10 min read
Alternative Investments
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
Jeff Barnes, MBA··8 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