Family offices, also known as family investment offices, are private investment entities that serve the needs of family members. Family offices invest in a wide range of assets including stocks, bonds, mutual funds, and other investments. They often manage family wealth and provide tax and estate planning services. There are many benefits to establishing a family office including the opportunity to plan for and fund your future.
The family office investment industry has been growing exponentially in the last few years. It is a new way to help family businesses and their families manage the wealth they have accumulated over generations. There are many benefits to family office investing, but there are also some risks.
Do Family Offices Invest in Hedge Funds?
Family offices and foundations are an important source of investment capital for hedge funds and funds of funds (together, funds), particularly funds whose managers have a track record, well-developed infrastructure and the ability to demonstrate staying power.
Family Office Investors
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List of Top Family Office Investors
Maveron is an American venture capital firm that invests in consumer-only and early-stage companies, with offices in Seattle, Washington and San Francisco, California. The firm was co-founded by Dan Levitan and former Starbucks chief executive Howard Schultz in 1998.
Founded in 2003, Cercano Management is a venture capital firm based in Bellevue, Washington with an additional office in Singapore. The firm seeks to acquire majority interests through leveraged buyouts, acquisitions, special situations, fixed income, and minority interests through growth equity and early-stage venture investments. The firm prefers to invest in companies operating in category-leading technology, internet, and life sciences companies.
JAB is a unique investment partnership between JAB Holding Company as an evergreen investor and creator of global leading Investment Platforms and JCP as a strategic co-investor. With almost 200 years of heritage, JAB invests in consumer goods and services and is focused on long-term value creation through its unique Platform Investing Philosophy.
Saniel Ventures is a private investment group led by Aconex co-founder Leigh Jasper that supports high growth technology companies. The group is focused on helping passionate founders build the future and supporting the advancement of the local tech ecosystem.
Walton Enterprises is a family-led, private family office supporting the personal, philanthropic and business activity for multiple generations of Sam & Helen Walton’s family. Located in Arkansas, USA, Walton Enterprises is the single family office of the Walton Family. Established by the late Sam Walton, the founder of Walmart, it manages around $169 billion in assets.
MSD Capital is an American private investment firm that manages the capital of Michael Dell and his family. The firm, which is based in New York and has offices in Santa Monica and West Palm Beach, was formed in 1998.
Bezos Expeditions is an American investment firm based in Mercer Island, Washington. It serves as a family office for Amazon.com founder Jeff Bezos by managing his personal investments. The firm invests in early stage ventures, late stage ventures and seed stages of companies in many different sectors.
The firm’s objective is to achieve long-term capital appreciation through the construction of a diversified investment portfolio. Willett employs a flexible approach and has the ability, both through selected third-party managers and directly, to invest in a broad range of asset classes in order to achieve its goals. Similar to many endowments, foundations and family offices.
This is the family office of Laurene Powell Jobs, wife of the late Steve Jobs, the founder of Apple. The single family office is a for-profit organisation that operates as a social change organisation focusing on philanthropic and impact investment solutions to drive change in society. Located in California, USA, Emerson Collective manages $28 billion in assets.
Cascade Investment is the multi-family office of Bill Gates, the founder of Microsoft (1975). Headquartered in Kirkland, USA, with offices in 14 locations all over the world, the firm invests in industries, such as gas extraction, agriculture, and financial market sectors. Cascade Investment manages wealth amassing to $51 billion.
Are Family Offices Profitable?
Family offices, especially those handled by new generations, are flexible and venturesome in their approach to investments. In a bid to gain larger returns, they are willing to invest across sectors and classes, and VC investments have proven to be profitable.
Family Office Investors
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Family Office Investors
Mousse Partners is the investment division of Mousse Investments Limited, formerly known as Litor Limited, which was established in 1979. Mousse Partners is responsible for investing proceeds, including dividends, distributed by Chanel Limited, a UK company. Mousse Partners manages its global, diversified portfolio across a broad range of asset classes in public and private markets with a long-term investment horizon.
Ballmer Group is committed to improving economic mobility for children and families in the United States, funding leaders and organizations that have demonstrated the ability to reshape opportunity and reduce systemic inequities.
Athos Group is a highly regarded provider of trust and corporate services for private clients, entrepreneurs and family owned businesses. Athos Group operates as an international trust boutique with offices in key locations worldwide, including Cyprus, Liechtenstein, Malta, Monaco, The Netherlands, Switzerland, the United Kingdom and the Caribbean.
Grosvenor Hart Homes is a new initiative looking to improve outcomes for vulnerable children and young people and their families by providing high-quality affordable homes alongside tailored wrap around support services whose success in helping individuals progress is built around the stability that comes from having the certainty of a safe and secure home.
Crosby Advisory Group, LLC is a registered investment advisor with the state of Ohio. We are a fiduciary financial advisory firm with offices in Ashland, Ohio, and Willoughby, OH. We are dedicated to providing investment management and strategic wealth planning that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. We approach each situation by putting your best interest first, rather than fitting your needs into a specific product or service.
Carl Bennet AB develops market-leading companies in attractive niches. Our philosophy is focused on long-term perspective, responsibility, business acumen and a decentralized leadership. Strong financial position is also important in order to capture opportunities and deal with future challenges.
Vulcan was founded in 1986 by philanthropists Jody Allen and the late Paul G. Allen, co-founder of Microsoft. It includes Vulcan Real Estate, an award-winning developer renowned for sustainable commercial, residential, and retail projects across the Puget Sound region. Our multidisciplinary team also provides a diverse range of asset and project management support to the Paul G. Allen Estate and Trust and advises the Paul G. Allen Family Foundation on its portfolio of charitable work investing in wildlife conservation, ocean health, vibrant communities, and the arts.
Stetson Family Office has formed two foundations – Essentials in Education (EIE) and Healthcare Impact Foundation (HCIF). EIE is building global platforms in education addressing the increasing gap between what young people need to know and what they are taught. HCIF’s goal is to reduce healthcare costs globally and rebuild the private equity healthcare ecosystem.
HRS Management is a multi-faceted, single family office leveraging a long-dated capital base and investing across multiple asset classes.
Declaration Partners is a private investment firm that seeks to be a value-added capital partner and strategic resource to management teams and asset owners where patient, flexible capital provides an advantage. Declaration has approximately $2.5 billion in assets under management across its investment strategies, which include growth equity, real estate, platform company investments, fund seeding, and other opportunistic strategies.
Are Family Offices Institutional Investors?
Family Offices are a large but often less well-understood segment of the institutional investment community, with over $4 trillion in assets under management. Some family offices were established decades ago and manage generational money, while others manage the wealth of recently successful entrepreneurs.
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Crowdcreate is a leading marketing agency that’s helped some of the top businesses create buzz, grow a digital community, and connect with influencers & investors. We’ve been called one of the best agencies in the world because we have the track record and case studies to prove it. Learn more how we can help you.
