Family office

I head PE/VC investing for a family office based in Asia. Our firm makes direct investments across the capital structure (private credit, PE/VC, public markets and real estate). Although we are direct investors (>95% of capital deployed are directs), we regularly review fund investment opportunities...

05 Jun 2022

Where do you see finance's biggest "white spaces" in this era? Let's assume your goal is to become a billionaire in financial services, to put it simply. Let's also assume tomorrow you're given $25 Million dollars carte blanche, as well as a healthy rolodex, to assist you on your journey toward this...

01 Aug 2022

Hey guys, I'm currently a second year analyst at an EB (Evercore / PJT / CVP) and looking to make the jump to PE. I've had a few interviews, mainly with MFs, and have a few upcoming with large family offices (think Soros, Dell, etc.). Obviously, this forum is full with info on the MFs, but I can't...

12 Nov 2021

2,411 Firms / 4,635 Emails / 2,851 LinkedIn Profile URLs / 2,634 Phone Numbers and Growing Fast V5 Update Released - March 2020: This update adds new data to the existing contacts. This includes Regional Investing Focus, Industry Investing Focus, Asset Class Investing Focus, and any Notes we feel...

15 Mar 2020

I am a third-year analyst at a family office seeking advice on lateraling. We invest in core/core-plus assets around the country and AUM is north of $3B. Due to their permanent capital, the family (see IC) makes a lot of investment decisions based on the qualitative features of an asset (see trophy...

22 Aug 2020

Hello all, Long time lurker and first time poster. I just wanted to share how much WSO has helped me. 4 Years ago I was a no-name at a no-name university and had nearly failed out of High-school. I decided one day to sit down and change my life (after receiving a LOUD wake-up call). So, I did what...

14 Apr 2018

Are there any family offices that specialize in/invest heavily in credit? The only one I know of is MSD Partners. Are there any others to note that are fairly sizable/hire every now and again? From what I understand a lot of FOs avoid credit due to the tax treatment, is this true? Given my credit...

14 Mar 2022

Check out the WSO Family Office Database here Wanted to get the community thoughts about family office PE firms in general and my situation. A little background - this is for a junior level position, I am currently working in the credit arm of a large PE firm (think Sankaty of Bain, Thoma Bravo's...

01 Jun 2018

Brief Background: Based in Southeast Asia Started in a SEAn monetary authority to asset management, to a PE for internship, to boutique IB. Currently an independent M&A/capital markets adviser Privately handling family office matters Example of deals done: Arranged a preferred equity financing for a...

22 Aug 2019

I'm a commercial broker - the kind everybody loves to hate. I make good money doing brokerage, but for past few years I've been buying and selling 1-2 properties a year. I'd say I have a track record of 10 deals now, and while I don't tend to hold very long (

29 Oct 2021

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

07 Jun 2018

Hello fellow chimps- After seeing the other thread on WSO for interest in family office lists, I've compiled a number of family office databases which I'm willing to offer to those in need of a good list. I worked in a fundraiser/investor relations role for a few VC/PE/HF funds and have switched...

14 Aug 2018

Recommended Family Office lists - Focus on Asia & Middle East***** Hi, I am searching for a curated (if at all possible) database of single & multi-family Family Offices. I have seen discussions on WSO however mainly with a US focus and as such, not a lot of Asian or MENA focused family offices....

05 Nov 2020

WSO Family Office Database; check it out here 3 years into my current gig at an equity L/S fund (started out of undergrad) that's getting hit with redemptions so I'm looking to get out ASAP. I am weighing a few options at the moment: (i) MM PE associate, 2 funds with total AUM 500MM-1B range. Good...

31 Oct 2017

I am 20 years old, with 1 year of business school before leaving to run personal businesses and work in research/technology journalism. No degree, and previous work experience was in research. I have since sold or delegated day to day management of my personal businesses. I managed to parlay that...

06 Feb 2020

Hi all - a headhunter reached out via LinkedIn. I've always obtained roles through my network, so I'm green on what to ask them to maximize the quality of the interaction. Here are the key points from their message to me, and some of my early questions. 1. "You were confidentially referred to me as...

01 Jan 2022

.................................................................................................... WSO Family Office Database; check it out here

29 Mar 2018

What is everyone's opinion of this situation regarding Archegos? The CEO of IB and the Chief Risk Officer at Credit Suisse are out after losing $4.7B (so far). This comes after the Greensill situation and is now having ripple effects regarding dividend payouts and stock buybacks:...

06 Apr 2021

New to WSO. I noticed there is not much chatter on the Family Office marketplace. I work with a group that is focused on making direct investments in operating companies funded directly by family offices (off of their balance sheet), rather than through a private equity fund structure. Curious to...

26 Oct 2017

Good morning everyone, I was just hired to set up a new family office project with a structure of 6 employees in the investment division: 1 director or operations (or coordinator) and 5 analysts / portfolio managers of individual portfolios (3 in equities, 1 in forex/criptocurrencies, 1 in futures...

16 May 2021

Feedback is appreciated. I wanted to know what the thoughts are on going to be a PE analyst at a family office before moving to a larger MM or even a MF. If directly out of getting a masters in finance for pre MBA rebranding (part time) while working at TAS or smaller boutique shop, having the...

12 Jul 2020

Hi everyone, this forum has been a tremendous help over time and I have yet another question to help me rationalize. I am in the lucky position to choose between two private equity offers for a summer associate role, but that was a long journey. I am currently an international student at an M7 MBA...

05 Jun 2020

I am looking to complete a list or database of Family Offices. Can anyone vouch for the accuracy and depth of the WSO Family Office Database or FINTRX Family Office Platform? Or offer any other resources or suggestions on ways to go about this? You might also be interested in the WSO Family Office...

28 Jun 2019

Anyone have insight on the GFO group, specifically the relationship management team as far as culture, team dynamic, base + bonus numbers (Associate Director, Director and ED levels)? Department description: GFO is a joint venture between UBS WM and IB division -- supports delivery of inst'l and...

24 Mar 2021

Might be unconventional, but it's a generalist M&A/Restructuring Assoc offer in NYC from a boutique. Background: I graduated w BS from a target and spent

26 May 2019

Hello, I want to ask for a career advice from WSO participants. I am 34 years old and looking to break into family office or asset management career as investment professionals. Background - BBA in accounting, CFA level III, and MBA top 5 school (class of 2015) - Before MBA: 3 years of PE experience...

06 Nov 2021

The goal of the post is to reach out to professionals in London regarding getting INTO private banking / family office space. A person in question looks for a position within the target space and is basically seeking advice regarding two aspects: the firms and how to apply. Candidate: Education -...

31 Jul 2016

Hello WSO Chimps, Apes, Gorillas and all in between! Longtime lurker here, just now going active after several years toiling away in a boutique in Switzerland. I thought I would start with a solid contribution to the community - so for anyone who's interested, our company The Family Offices DB is...

26 Jun 2017

I want to set up and run a Family Office/Multi-Family in 3-5 years to look after the investments side of my family business. Currently all the investments are managed by private bankers and by family members with zero finance experience on an ad-hoc basis (no investment professionals in the firm)....

13 Aug 2018

Hi everyone - I searched through the WSO database on relevant topics, but given some opportunities that came from headhunters recently on MSD (Michael Dell's family office) and Wildcat Capital Management (David Bonderman), amongst others, I was hoping to get a better sense of what the work...

01 Oct 2019

Hi all, I am currently interviewing for a role in a small Family Office in London. The role is for an Executions Trader (and back office) position for a new hedge fund strategy. Currently, the FO is not in the hedge fund space but is looking to launch the hedge fund in the coming months, hence the...

02 Jan 2018

I am looking to build a list of family offices based in the Southwest (Arizona, Nevada, New Mexico). Can anyone speak to the depth and accuracy of the WSO Family Office Database or FINTRX Family Office Platform? Any other thoughts or recommendations on resources or ways to build the list? Relevant...

28 Jun 2019

I am looking to build a list of family offices based in the Southwest (Arizona, Nevada, New Mexico). Can anyone speak to the depth and accuracy of the WSO Family Office Database or FINTRX Family Office Platform? Any other thoughts or recommendations on resources or ways to build the list? You might...

28 Jun 2019

I work at a family office making direct investments in small businesses. As we're managing wealth for a family only looking to compound wealth over generations, there's no incentive to sell the businesses we buy. I was speaking to a laywer who said instead of compensating ourself with salary we...

09 May 2019

Has anyone had good/bad experiences trying to get capital, fund raise, or access family offices for investments? I was curious to see if anyone on here has had luck and what their experience has been? Family offices can be very difficult to get information on. (list of family offices here) One of...

12 Jul 2017

Can anyone provide any info on any SFOs based in NYC that are doing direct PE investments? Well known examples that have dedicated PE arms are MSD Capital (Dell) and Cohen Private Ventures (Cohen). Other examples that [I think] do direct PE are Willett (Bloomberg), Vulcan (Allen), Elysium (Black),...

20 Feb 2021

Hello, I am currently an Asso who joined IB post my MBA (2 years in). I went mainly to do a career change and learn as much as I can corporate finance why being part of interesting situations. I am currently thinking about my career options and it seems Traditional PE is hard to reach. Would you...

19 Jan 2019

Hi guys, I'm a 2nd-year analyst working in a family office, managing a family's wealth amounting around USD 2B. We do all kind of investments including LBO, Real estate, Ships, and NPL. And our HQ located in North Asia.(Not Japan) And since we have slightly over ten professionals in the office, I'm...

17 May 2011

I was wondering if anybody knows who are some of the most sophisticated players in the Family Office space. My dream job would be running my own family office (I'm not sure you can even call that a job) and I was wondering if there were any good examples of particularly sophisticated family offices...

09 Nov 2010

I'm on the freshly minted new analyst grind at a small/mid size IB and I've been given the exciting "compile a list of family offices" assignment. Does anyone know of a decent dabatabse or website out there with a list? Anyone else have this assignment or have thoughts on family offices in general?...

03 Apr 2012

For a new mining project (Gold, Silver, Copper and Lead) that is requesting a strategic capital partner, what considerations are key when evaluating a project from your Firm's perspective in regards to engagement, partnership or otherwise

26 Nov 2019

This is a Fortune 500 company in the retail sector... What do you guys think of this? Does this read like a Family Office Analyst position or a Middle Office Administrator? Job Title: Portfolio Analyst Department Description: Charitable XXXXXX Investments provides investment, accounting and tax...

12 Aug 2013

I'm a junior right now and I already sent out my apps for IB, but my old firm offered to set up a PB internship with a top BB for me They said that IB is overrated, that the money isn't as good since 08, and the traditional IB -> PE path is a path where fund managers and MDs basically treat you like...

22 Jan 2012

Looking for any advice on headhunters in the Denver area that have access to Family Offices, Private Client Services, or Private Banks. Brief background on myself below: - Analyst program at a regional IB in Healthcare coverage - MBA from top 20 school - Two years at a regional, small mid-market PE...

14 Sep 2014

This is a Fortune 500 company in the retail sector... What do you guys think of this? Does this read like a Family Office Analyst position or a middle office administrator? Job Title: Portfolio Analyst Department Description: Charitable XXXXXX Investments provides investment, accounting and tax...

07 Aug 2013

In the final interview steps for a small fund. Where I am at now is a good real estate investment group. It is a family office but has strong access to capital. It has a pretty good industry rep, with exit ops including the likes of Oaktree and Carlyle. However, they have major issues with comp...

28 Mar 2013

I am currently interviewing for very small family office in uk (

19 May 2013

I interned at a family office that has no information online, but is owned by a relatively well known hedge fund manager. Can I mention whose family office it is on my resume? Thanks.

17 Apr 2021

I know WSO really frowns upon the CAIA and the CFA is really considered the gold standard on Wall Street. However, most of the family offices that I know about (only a few) invest in real estate and take a more of a FOF approach to investing in other asset classes. I'm thinking a MSRE+CAIA would...

11 Dec 2015

Hello! I would love to learn what the average salary for a first year analyst at a Multi-Family Office would be in a major city... would MFOs and SFOs have similar pay given similar AUMs? How would it compare to IBD base salary? Thanks!

02 Sep 2020