The Advantages of Family Office Direct Investments

Direct investments have become increasingly common throughout the family office landscape, particularly with regard to single family offices. Throughout the early 2000s sophisticated wealth entities partook in the practice, however, between 2010 and 2015 an increase in the number of family offices, alongside an appetite for investing directly, led to a spike in direct transactions. As a result of our recent report, in partnership with Charles Schwab, we have identified numerous factors that contribute to the prevalence of direct investments across the family office vertical.

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