Family Office Primer

Editorial

Notes under this byline are researched and written by the Family Office Primer editorial desk and edited by the founding editor. Every source is linked in the text and listed at the foot of the note. Corrections to editor@familyofficeprimer.com.

LinkedIn

Family office asset allocation in 2026: what the UBS data shows

Asset allocation

How much family offices allocate to alternatives, and why

Asset allocation

Regional differences in family office allocation: US to Asia

Asset allocation

Private equity allocation trends among family offices to 2026

Asset allocation

Hedge funds in family office portfolios: are they back in favour?

Asset allocation

Cash and fixed income: how family offices use them in 2026

Asset allocation

Gold, commodities and real assets in family office portfolios

Asset allocation

What GMO's 7-year forecast says about valuations in 2026

Asset allocation

Rebalancing a portfolio that is 40% illiquid: methods and data

Asset allocation

Benchmarking family office returns: what the data can tell you

Asset allocation

Family office direct investing in 2026: what the data shows

Direct investing

Building a direct investment team: size, cost and skills

Direct investing

Family office co-investment networks: how families share deals

Direct investing

Club deals: how family offices syndicate a transaction

Direct investing

Direct deal due diligence: a checklist for family offices

Direct investing

Fund fees versus direct ownership: the net-to-family maths

Direct investing

Family offices and venture capital: allocation and sentiment

Direct investing

Family offices in private credit: allocation, yield and risk

Direct investing

Direct real estate versus funds for family offices: the data

Direct investing

Deal sourcing for family offices: where the flow comes from

Direct investing

What a family office governance framework actually contains

Governance

How to set up a family office investment committee

Governance

Family constitution or shareholders' agreement: which one binds

Governance

Independent directors and advisory boards: when they earn their fee

Governance

The governance gap in numbers: what the 2025 and 2026 surveys show

Governance

Decision rights: separating the family, the owners and the office

Governance

Conflicts of interest policies for family offices: what to include

Governance

Beneficial ownership transparency and family offices in 2026

Governance

Cyber risk: the governance item family offices underweight

Governance

Reporting to the family: what to show and how often

Governance

Family office liquidity management for an illiquid portfolio

Leverage and liquidity

Forecasting capital calls: methods family offices use

Leverage and liquidity

Lombard lending versus NAV lending: which fits a family office

Leverage and liquidity

Higher for longer: what current rates mean for family office debt

Leverage and liquidity

Subscription lines: what LPs should know about fund credit

Leverage and liquidity

Cash sweeps, LTV triggers and covenants in portfolio loans

Leverage and liquidity

Family office cash flow infrastructure: the personal CFO function

Leverage and liquidity

The distributions drought: what the DPI data shows in 2026

Leverage and liquidity

Private equity secondaries market 2026: volume, pricing, sellers

Secondaries

How selling an LP interest works: process, timeline and costs

Secondaries

Secondary pricing by strategy: buyout, venture, credit, real estate

Secondaries

GP-led continuation funds explained for LPs: roll or sell

Secondaries

Secondaries for family office buyers: why allocations are rising

Secondaries

The DPI problem and how secondaries address it for LPs

Secondaries

J-curve mitigation with secondaries: how funded interests help

Secondaries

Secondaries funds versus direct secondary purchases for offices

Secondaries

Transfer restrictions and tax in LP sales: consent, ROFR, PTP

Secondaries

Secondary sale versus portfolio financing: selling or borrowing

Secondaries

The great wealth transfer in numbers: what the data shows

Succession and transitions

The 70% third-generation wealth loss claim, examined

Succession and transitions

Succession planning versus continuity planning in family offices

Succession and transitions

Engaging the next generation in the family office: what works

Succession and transitions

How to run a family council: purpose, membership and agenda

Succession and transitions

Financial education for heirs: what family offices actually teach

Succession and transitions

Family office executive succession: CEO and CIO turnover data

Succession and transitions

What the next generation wants to invest in: the survey data

Succession and transitions

Marriage, divorce and family wealth: prenups, trusts, jurisdictions

Succession and transitions

Philanthropy as a training ground for the next generation

Succession and transitions

Family office compensation in 2026: what the benchmarks say

People and costs

Hiring a family office CIO: scope, backgrounds and pay

People and costs

The family office CEO role: what the job actually covers

People and costs

Long-term incentives and carry in family offices: the data

People and costs

Outsourced CIO versus in-house: costs and trade-offs

People and costs

Family office staffing by size: headcount at $250m to $5bn

People and costs

Retaining non-family executives in a family office

People and costs

Family members working in the family office: policies

People and costs

Family office operating costs: benchmarks by AUM band

People and costs

Recruiting from banks and private equity into a family office

People and costs

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