3 Family Offices Investing in Life Sciences

Using FINTRX’s comprehensive family office dataset, which captures thousands of direct deals from over 4,000 family offices worldwide, we uncover how top investors are leaning into the life sciences sector. From pharmaceuticals and biotech to medical devices and nutraceuticals, life sciences remains a high-conviction focus for many private wealth groups. Here, we highlight three family offices and the strategies they’re using to deploy capital across the space.

1. Arkin Holdings

Founded in 2009, Arkin Holdings oversees the wealth of the Arkin family, whose history in pharmaceuticals dates back more than 60 years. The family’s patriarch, Ziama Arkin, founded Agis in 1961, initially focusing on the import of foreign pharmaceuticals. After Ziama’s passing in 1972, his son Mori Arkin expanded operations significantly, eventually acquiring the family’s first pharmaceutical production facility in 1994, fueling deeper entry into manufacturing and development.

In 2005, Agis was acquired by Perrigo for $818M. Four years later, Mori established Arkin Holdings as his dedicated investment platform, naturally focusing on life sciences and healthcare given the family’s deep industry roots. By 2020, the firm’s healthcare portfolio exceeded $1 billion.

Today, Arkin Holdings operates through four investment arms:

• Arkin Bio Ventures
• Arkin Derma
• Sphera
• Accelmed

The firm invests directly and through fund vehicles across private equity, venture capital, and hedge funds. Notably, Arkin made direct investments in Metabomed (a cancer metabolism drug discovery company) in April 2016 and December 2019. Arkin frequently co-invests with peer family offices and institutional investors, with a geographic focus on Israel and the United States.

2. Clayton Associates

Established in 1996, Clayton Associates manages the wealth of the McWhorter family. The family’s legacy stems from the late Clayton McWhorter, founder, chairman, and CEO of HealthTrust and a key executive at Hospital Corporation of America (HCA). The family remains active in both philanthropy and state-level government initiatives in Tennessee.

Clayton Associates invests across private equity, real estate, venture capital, and direct transactions, participating in opportunities from early-stage venture rounds to later-stage buyouts and acquisitions. Core sectors include healthcare, technology, life sciences, pharmaceuticals, biotechnology, media, and analytics.

The firm made multiple direct investments in KeraFAST (a Boston-based reagent company supporting global scientific research) in April 2012, January 2016, and February 2016. Clayton Associates often co-invests alongside other family offices, venture firms, and strategic capital providers.

3. Bosarge Family Office (Capital Technologies Inc.)

Founded in 2010, Bosarge Family Office, also known as Capital Technologies Inc., serves as the investment arm for entrepreneur Ed Bosarge, known for his pioneering work applying advanced mathematics across finance, energy, and medicine. The firm provides comprehensive investment, administrative, management, and philanthropic support to the Bosarge family.

The office invests in life sciences, venture capital, real estate, direct deals, and impact investments, with interests spanning renewable energy, biotechnology, therapeutics, healthcare, education, construction, and pharmaceuticals.

In July 2017, the family office completed two notable direct transactions:

• Okyanos Heart Institute, a leader in regenerative medicine
• Diasome, a biotechnology company developing hepatocyte-directed vesicle (HDV) technology to optimize insulin delivery for diabetes patients

Ready to see how FINTRX can streamline your prospecting and uncover new investor opportunities? Request a demo today.