Every kind of family office, clearly labeled.

Direct investing & co-investment

direct private company investments · co-investment alongside sponsors · club deals

For: building a direct investing program, sourcing co-investment opportunities, evaluating sponsor-led deals

Private equity & growth equity

growth equity · buyouts and control investments · minority recapitalizations

For: deploying into profitable private companies, partnering with founder-owned businesses

Real estate & real assets

direct real estate · real estate funds and JVs · infrastructure and natural resources

For: income-producing real assets, inflation-aware allocations

Private credit

direct lending · asset-based lending · structured and opportunistic credit

For: yield-oriented private allocations, lending to private companies

Fund allocations & manager selection

LP commitments · manager due diligence · secondaries

For: building a private-markets fund program, consistent manager diligence

Venture & early stage

seed and early-stage investing · venture fund commitments · angel syndicates

For: access to early-stage companies, a defined venture allocation

Impact & thematic investing

impact investments · thematic portfolios · mission-aligned capital

For: aligning capital with family values, measurable thematic exposure

Operating companies & holdings

family-owned operating businesses · permanent-capital holdings · add-on acquisitions

For: long-hold ownership, acquiring and growing operating businesses