What is a single family office?
A plain-English guide to single family offices: what they are, how they differ from multi-family offices, how they invest, and what that means for founders and fund managers.
How to approach a family office
Most approaches to a family office fail in the first paragraph. What a considered first contact looks like, and the mistakes that end the conversation.
What a family office looks for in an emerging manager
Track record matters less than most first-time managers assume. Three things that consistently decide the meeting.
Why Fund III is the institutional threshold — and how to get there sooner
The convention that most sophisticated families wait until a third fund, and what changes the calculation.
The introduction is not the hard part
Managers over-invest in getting the meeting and under-invest in what happens across the following six months.
Direct, co-invest, or fund: how families are choosing
The shift toward in-house teams, and what it changes for anyone raising from single family offices.