Family Offices Are Not Funds
Many family offices are mandate-driven. They often prioritize downside protection, disciplined risk, and relationship orientation over aggressive growth targets.
What They Commonly Value
- Capital preservation: strong collateral and conservative leverage.
- Transparency: clear facts, clear risks, clear structure.
- Mandate fit: asset types and geographies that align with preferences.
- Execution capability: sponsors with demonstrated operational discipline.
Structuring Implications
Deals that are “tight” on margin or rely on best-case assumptions are often unattractive. Conservative structures with credible exits tend to align better.
How to Present a Family Office–Aligned Opportunity
- Start with downside: collateral, leverage, liquidity
- Provide clean documentation and a coherent narrative
- Be explicit about risks and mitigants
Quiet conclusion: Family offices often fund what they can trust—structurally and operationally.
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