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 […]
Family Offices and the Underperformance of Legacy CRE Holdings
For Family Offices managing diversified portfolios, commercial real estate has traditionally served as both a reliable income generator and a wealth preservation tool. The sector’s reputation for stability made it an attractive complement to equities, fixed income, and alternative investments. Yet in today’s market, many long-held assumptions are being tested. Legacy holdings, particularly in office […]
Misalignment Between Family Risk Appetite and Real Estate Exposure
Family offices are uniquely positioned at the intersection of wealth preservation and opportunity seeking. Unlike institutional investors, families are not bound by rigid mandates or outside capital demands. This flexibility can be a strength, but it can also create friction, particularly when it comes to real estate allocations. As market dynamics shift, a misalignment often […]
Family Offices Navigating Operational and Property Management Strain
Family Offices with significant real estate holdings are no strangers to complexity. In the past few years, however, the daily operational challenges have shifted from being predictable and manageable to increasingly volatile. The pressure is not only coming from market cycles or capital markets shifts. It is coming from the very heart of property operations, […]