The Silent Repricing of Legacy Multifamily Portfolios Post-Prop 19
Across California, many family offices are discovering that the most consequential changes to their real estate portfolios are not coming from market headlines or interest rate movements. They are coming quietly, through reassessments, estate transitions, and ownership changes triggered by Proposition 19. While the policy conversation around Prop 19 has focused largely on single family […]
Disposition Dilemmas: Navigating Today’s Exit Challenges for Family Offices
For many family offices, the conversation around dispositions has become more complicated than it has been in years. Assets that once felt straightforward to exit now require deeper analysis, sharper timing, and a willingness to confront tradeoffs that did not exist in prior cycles. What used to be a relatively linear decision has turned into […]
The Knot Tightening Around CRE: What It Means for Family Offices
Commercial real estate is not in free fall, but it is undeniably tightening. Family Offices that have been active in the space can feel it in conversations with sponsors, in revised valuation marks, and in the subtle shift in tone from lenders. The pressure is not always loud. In many cases, it shows up as […]
Why Family Offices Must Strengthen Compliance Before The Next Wave Arrives
A New Regulatory Climate Taking Shape Family Offices have always operated in a space that balanced privacy with performance. For years, the expectation was clear. As long as the office remained discreet, managed risk responsibly, and avoided unnecessary visibility, it could operate with fewer regulatory burdens than traditional asset managers. That landscape has changed. High […]
How Crypto Moved from Boutique Curiosity to a Mainstream Allocation for Family Offices
Only a few years ago, conversations about cryptocurrency inside family offices felt experimental. It was the kind of topic that surfaced at the end of an investment committee meeting, usually framed as a curiosity rather than a core allocation. A handful of forward leaning families tested small positions, but most watched from the sidelines. The […]
What Family Offices Need to Prepare For in the New Era of Data, Reporting, and Cybersecurity
Family offices across the United States are entering a new chapter. Direct investing has grown rapidly. Portfolios now contain private credit, venture, co GP stakes, and real estate interests that generate constant streams of data. Cyber threats are rising. Regulation is creeping closer to the private wealth world. With so much change happening at the […]
The Coming Wave of Private Fund Restructurings
Private fund restructurings are no longer a niche topic reserved for distressed managers. They are becoming a defining feature of the current investment environment, and Family Offices are often the last to know that a change is coming. As distributions slow and liquidity tightens across private markets, more general partners are turning to GP led […]
How ESG and Impact Investing Are Reshaping the Modern Family Office
For decades, family offices have served as stewards of wealth, guiding investments across generations while balancing growth, preservation, and legacy. Traditionally, that focus centered on performance metrics, risk management, and tax efficiency. But as the next generation begins to take a more active role, the conversation around capital has evolved. Today, family offices are being […]
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 […]