The Rise of Family Offices Co-Investing: Growth in Direct Investment Partnerships

Direct investments have become increasingly common throughout the family office space - particularly in regard to single family offices (SFOs). Several factors contribute to the prevalence of direct investments across the family office landscape, but none more influential than the increased sophistication of family office vehicles themselves. In our latest nine-page industry spotlight, we highlight patterns of growth regarding the direct investment activity among these private wealth entities...

Over the past decade, family offices have accumulated the assets and talent required to effectively allocate capital directly into the private space. The result of this trend is more than half of all family offices allocating capital directly to some degree. In addition to an increased interest in making direct investments, the desire to co-invest with like-minded entities has grown significantly as well, with data indicating about 42% of family offices (that allocate capital directly) doing so alongside other family offices, venture capital, private equity and real estate investors. Using a cross-section of our complete data set to provide what we believe to be the most accurate representation of the global family office market, we present the following data and insight with regard to family offices making direct investments. 

In this industry spotlight, you will takeaway:

- A stronger understanding of what the modern family office structure looks like (SFO vs MFO breakdown)
- Family offices making direct investments
- Global family offices co-investing (a breakdown)