Why Family Offices Continue to Shift Towards Direct Investments

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct inve...

This post originally appeared on FINTRX Insider.

Family offices continue to reassess traditional approaches to asset allocation, ultimately shying away from the conventional methods of portfolio construction. At an increasing rate, these savvy wealth vehicles are plunging into direct investment opportunities to utilize the many advantages they permit - such as having greater control over investments or saving on costly fees paid to intermediaries - to name a few. As we continue to monitor the direct investment activity within the family office landscape, we have highlighted a dramatic shift from private equity fund allocations to direct investments. Continue reading for further insight...

 

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