Offices struggle to review proposed investments due to a lack of trust, experience, staff, and/or time. The challenges, associated with the rise in direct investments, encourage a desire for co- investment with like-minded entities. A misalignment in values and horizons, alongside an environment of high fees, drives family offices from traditional investments in public equities and fund structures. High standards with regards to privacy, discretion, and security further limit potential strategic partners.

We believe that the best long-term partner for family offices are other family offices. Uniquely capable of leveraging their significant shared expertise, capital, and influence, inter-family office partnerships provide an attractive alternative to traditional fund managers by operating with greater control and flexibility without facing limiting time horizons, high fees, and regulatory restrictions. The opportunity for cross-collaboration often presents itself beyond the traditional realm of capital allocation.