EB vs. PE @ Family Office

Looking for advice on the two different paths. Made a throwaway account for this.

Background: non-target, previously summered in banking and PE. Long term goal is to be on the buy side and this FO opportunity seems appealing but it won't leave me with any FT banking experience to have as foundation if things don't work out at the FO.

Can anyone at a FO or with FO insights provide some guidance here on what to expect and if banking would be better to do first?

Take a Look at the WSO Family Office Database Here

8 Comments
 

Hey asdjl, I swear if I had a silver banana for every lonely thread I posted too I'd be richer than @compbanker ...

Or maybe the following users have something to say: @karma88" Hendershott mjgullotta

Fingers crossed that one of those helps you.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I worked at a Family Office doing PE as an analyst. The experience was great, but because it's not a large or established firm, there wasn't much structure or formal training so I can't recommend it as someone's first job out of college. I would instead do the EB and then recruit for similar family office roles in 1-2 years.

"I'm going to make him an offer he can't refuse."
 

Qui architecto accusantium aut voluptas. Aperiam qui minima rerum. Doloremque et quas tempora qui doloremque beatae animi. Qui non aut tempore mollitia aut numquam.

Odit id saepe nobis illum cumque. Vel amet soluta ipsa. Ab sapiente iure quaerat in libero.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”