“Family Offices: The Future of Private Markets 2025” delves into the dynamic world of family offices and their increasing influence on private markets.
This insightful report is brought to you by Bastiat Partners and Kharis Capital. It provides a comprehensive analysis of the latest trends, challenges, and opportunities facing family offices.
This series highlights:
Private Equity Focus: Family offices are prioritizing private equity. With 40% planning to increase allocations over the next two years, emphasizing direct investments for control and customization.
Innovative Liquidity Solutions: Rising interest rates and stagnant IPO markets are driving new creative strategies. NAV loans, secondaries, and continuation funds to unlock liquidity help in maintaining portfolio integrity.
The Power of Networks: Trusted relationships are pivotal. 59.7% of family offices relying on networking for deal flow and partnerships, particularly in North America.
Niche Investment Trends: Emerging asset classes, such as whiskey aging, litigation finance, and agricultural cold storage, offer diversification and high-yield opportunities beyond traditional markets.
Evergreen Structures: Evergreen funds and holding companies are becoming essential for long-term growth. Tax efficiency, governance flexibility, and alignment with multi-generational wealth are the goals.
Explore how family offices are adapting to evolving private markets. Innovative strategies, collaborative networks, and a focus on sustainable wealth creation.
Listen now on Spotify, Apple Podcasts
