Q&A: Single Family Office

I have worked for two years for a Texas single family office. I also interned there in college. Ask me anything [Related Resource: List of Family Offices

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The portfolio is very diverse. We invest across all asset classes. The comp is very generous for analysts with potential for high bonuses depending on portfolio performance each year. The hours are about 55-65 depending on deal flow. it can go in waves depending on what we need within the portfolio. We try to not create a lot of turnover in the portfolio so most sourcing is in the credit/public equity space. All potential investments come to us so there is minimal travel unless we are going to meet a potential manager onsite/conferences. Since our office is small we have very little turnover. The backgrounds are, accounting, Real Estate PE, and IB. Curiously, no one has worked for a HF or PE firm.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

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August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (24) $180
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
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