August 2026 · 6 min
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.
July 2026 · 5 min
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.
July 2026 · 4 min
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.
June 2026 · 7 min
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.