Direct investing
Investing without a fund in the middle: the data on direct deals, building a team, co-investment networks, club deals, diligence, fees, venture, credit and real estate.
Survey data on how many family offices invest directly, how much of the portfolio direct deals represent, and how deal counts have moved since 2021.
Staffing data by family office size, published compensation benchmarks for investment roles, and what a minimum viable direct investment team looks like.
How peer networks such as TIGER 21, Family Office Exchange and Campden Club work, what they do and do not do, and survey data on co-investment appetite.
How family office club deals are structured, from the lead investor's role and SPV mechanics to economics, syndicate governance and common failure points.
A structured due diligence checklist for family office direct deals covering commercial, financial, legal, tax, management and ESG workstreams.
What private equity funds actually charge in 2025, what co-investments cost, what an in-house team costs, and a labelled worked example of the net result.
How much family offices allocate to venture capital, whether they go direct or through funds, which stages they prefer, and the 2026 market context.
Family office allocations to private credit, how they access it, what direct lending yields in 2026, and the risks regulators flagged in 2025 and 2026.
Why real estate is the asset class family offices most often hold directly, what the allocation and sector data show, and the trade-offs against funds.
Survey data on where family office deal flow originates, from other families and fund managers to banks and intermediaries, and why sourcing is the main gap.