News & Analysis as of

Investment Management Private Equity Family Offices

Allen Matkins

What investment trends are you seeing among family offices? Are there special considerations for family offices navigating the...

Allen Matkins on

“Family offices are continuing to actively allocate substantial funds to real estate as a core component of their overall investment strategy. There is continued preference for multi-family and industrial projects and...more

McDermott Will & Schulte

Family Office Symposium 2025 | Key Takeaways

McDermott’s Family Office Symposium 2025 brought together more than 400 single-family office executives and industry leaders to uncover new opportunities, exchange best practices, and strengthen relationships. Focused on the...more

Levenfeld Pearlstein, LLC

Independent Sponsor Series – Capital Provider Spotlight: A Conversation with Paul Moffatt of Encore One (Part One)

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more

Bennett Jones LLP

High-Net-Worth Investors to Boost Growth in Private Equity: Opportunities, Risks and Other Important Considerations

Bennett Jones LLP on

Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors, according to new Preqin research....more

Troutman Pepper Locke

Family Offices and PE: Can't We All Get Along

Troutman Pepper Locke on

Family office managers and private equity general partners have many common interests. Chief among them is providing maximum returns for their employees and their investors. How family offices and private equity funds...more

McGuireWoods LLP

The Rise of Direct Investing by Single-Family Offices

McGuireWoods LLP on

The recent growth of single-family offices (SFOs) continues its upward trend. A recent study by Ernst & Young estimates at least 10,000 family offices exist around the globe, with more than half established within the last 15...more

Benesch

Benesch Market Intelligence: Developments in Family Offices - Q3 2018

Benesch on

Family Office News - Six ultra high net worth trends - On September 5th Wealth-X released its 2018 World Ultra Wealth Report. Highlights of note were that Asian countries have seen the fastest growth in wealth...more

Williams Mullen

IRS Gets “Bageled” in Tax Court Over Family Office Expenses

Williams Mullen on

A recent case, Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246, has created a window of opportunity for family offices to restructure their affairs and potentially deduct certain family office...more

Benesch

Benesch Market Intelligence: Developments in Family Offices - Q2 2018

Benesch on

Five cross-generational transformations of successful family enterprise - As family businesses grow and are passed on through generations, they often struggle to survive unless they can adapt to changing cultures, and...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q1 2018

Benesch on

Bank of Singapore Seeks to Expand Its Family Office Business - Bank of Singapore, the private bank of Oversea-Chinese Banking Corp., is looking to expand its family office business as the city-state rolls out the red...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q4 2017

Benesch on

Family Offices Flourish Around the World - In some sense, family offices have always been around. They were present back in medieval times in England and hundreds of years ago during major dynasties in China—it was just...more

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