We provide findings from our survey of 157 single-family offices about their use of private equity funds, hedge funds, and direct private company investments, including recent allocation changes, future plans and differences in behavior across first generation-led family offices and those managed by second generation family members.
Second-generation SFOs have a particular propensity for direct deals, with 71% increasing their direct allocations relative to last year and 82% intending to do so in the future.
90% of SFOs increased their private equity exposure over the past year, either through funds or direct investments.
As part of our regular survey series, we queried our investor network about their use of alternatives, including current allocations, preferred structures, and top investment strategies of interest.
We surveyed our investor network about their direct investment programs, including number and average size of deals completed, preferred types of direct deals, and interest in direct private real estate transactions.
Post the surprise result of the 2016 U.S. presidential election, we asked our network for their thoughts on implications for economic growth, market volatility, tax policy and alternative investments.
We surveyed single-family offices in our network about their impact investment programs, including allocations, future deployment plans, and key drivers of interest.
As part of our regular survey series, we queried our investor network about their use of hedge funds, including current allocations, preferred structures, and top investment strategies of interest.