Three Moves Family Offices Should Avoid
Family offices have always had a unique advantage in the world of investing. With capital flexibility, a long-term perspective, and the ability to move quickly, they can access opportunities that traditional investors cannot. Yet in today’s market, even the most sophisticated offices face a set of challenges that, if not carefully managed, can undermine both […]
Liquidity and Valuation Pressures: What They Mean for Today’s Family Offices
Over the past few years, family offices have quietly been navigating a far more complex financial landscape than most people realize. The combination of rising interest rates, shifting capital markets, and a slowdown in liquidity has changed the way wealth is managed, preserved, and deployed. For many, what once felt like a stable, well-diversified investment […]
Why Family Offices Should Invest in Mixed-Use and Multi-Unit Properties in California
Family offices have long treated real estate as a cornerstone of wealth preservation, offering tangible assets that generate steady cash flow while hedging against inflation. Yet in today’s market, few asset types align more closely with the goals and investment horizons of family offices than mixed-use and multi-unit properties. Especially in California, these properties offer […]
The Evolution of the Family Office: Professionalization & scale (larger SFOs look like asset managers) (Part 2)
The family office landscape in California and across the country has entered a new era. What once consisted of small, discreet teams quietly managing a family’s wealth has now matured into an industry that increasingly resembles institutional investment firms. The top single-family offices (SFOs) today operate with the precision and sophistication of mid-sized asset managers, […]
The Evolution of the Family Office: From Passive Capital to Active Ownership (Part 1)
Family offices across the world are redefining what it means to manage wealth. What was once a discreet structure built to preserve and transfer capital quietly has evolved into a more sophisticated, dynamic, and entrepreneurial organization. Between 2022 and 2025, this transformation has accelerated dramatically. The family office of today looks far less like a […]
Family Office Struggles With New Market Entry
Family Offices have always played an influential role in shaping real estate and private market investments. With patient capital, longer investment horizons, and flexibility that institutional peers often lack, they are uniquely positioned to pursue opportunities others cannot. Yet when the conversation shifts to entering new markets, the challenges often outweigh the opportunities for those […]
Talent Is the New Currency: How Family Offices Can Overcome Hiring Challenges
When wealth grows, so does complexity. For U.S. family offices, the question is no longer just about where to invest, but who can be trusted to guide the capital. Skilled professionals with the right blend of expertise, judgment, and discretion are increasingly hard to find. The offices that solve this problem gain more than employees. […]
Family Office Investment Trends
Family offices have become some of the most influential investors in global markets. With the freedom of patient capital, they are not bound by the same short-term demands as traditional asset managers. Instead, they are steering money into areas that promise growth, diversification, and long-term relevance. Today, their capital is flowing into four main themes: […]
Strengthening Real Estate Infrastructure in Family Offices
Family offices occupy a unique position in the world of capital management. They are responsible for not just growing wealth, but also preserving it across generations. In recent years, real estate has become a cornerstone of these portfolios, offering stability, diversification, and attractive long-term returns. Yet, despite the importance of the asset class, many family […]
Sponsor Fatigue in Today’s Investment Landscape
Family offices operate in a unique position. They are responsible for stewarding wealth across generations while also balancing risk, opportunity, and the personal priorities of the families they represent. This dual responsibility creates an investment philosophy that often extends beyond returns, weaving in legacy, control, and long-term resilience. But in practice, these goals can be […]