Table of Contents:
The growing interest in private equity
Global family offices are showing a growing interest in private equity, considered a key investment objective. According to a recent survey conducted by Bastiat Partners and Kharis Capital, about half of family offices plan to carry out direct transactions, investing in private companies without going through private equity funds in the next two years. This change of course highlights a significant evolution in the way these entities manage their
portfolios.
Innovative strategies and direct investments
The survey revealed that 40% of family offices intend to increase investments in private equity by 2026. To support this transition, many are adopting innovative strategies such as direct investment and creative restructuring of operations. These new practices not only aim to improve performance, but also to respond to challenges such as the flow of operations and networking. Family offices, often founded by successful entrepreneurs, tend to invest in companies similar to theirs, taking advantage of their experience and knowledge of the sector
.
The formation of investment committees
Another interesting aspect that emerged from the survey is that more than half (52%) of the family offices interviewed prefer to carry out direct transactions through unions, collaborating with other investors. This approach reflects a prudent strategy, which relies on the experience of established sponsors. In addition, to formalize the negotiation process, an increasing number of family offices are creating investment committees and boards of directors. In fact, 54% of North American family offices have already set up investment committees to evaluate investment opportunities
.
Investments in emerging niches
When it comes to private investment, family offices tend to explore less conventional areas, focusing on niche and emerging asset classes. These approaches allow them to access private investments that offer attractive returns and a low correlation with traditional markets. However, the great challenge remains to ensure a constant flow of quality operations, the so-called deal flow. The creation of solid networks is essential to encourage co-investments and collaboration in complex operations
.
Privacy and confidentiality
Finally, it’s important to note that family offices tend to protect their privacy and prefer to remain largely unknown to the public. This confidentiality is an integral part of their investment strategy, allowing them to operate more flexibly and make decisions without outside pressure. With the increase in interest in private equity and direct transactions, family offices are redefining the investment landscape, looking for opportunities that can guarantee sustainable returns
in the long term.
