For Family Offices

AIF research and portfolio construction for family offices.

We help family offices define the role of Category I and II AIFs, compare managers, review existing commitments, plan pacing and prepare decisions for family or investment committees.

Discuss a family-office AIF mandate

Where we plug in

How family offices build an AIF and private-markets program.

Typical profiles

Family offices building their first serious private-market portfolio

Multi-family offices and internal investment teams

Families interested in long-term sectors like deep tech and industrials

Offices that want a real process instead of ad hoc fund meetings

Mandate signals

Needing to decide how venture and private equity fit into the family's overall wealth

Wanting a documented process for reviewing and approving new funds

Interest in sectors like semiconductors and industrial technology

Needing family members to agree on how decisions get made

Engagement model

From allocation policy to manager selection, pacing, re-ups and monitoring.

Setting the allocation policy

We help set how much goes into venture versus private equity, the ticket size per fund, and the pace of new commitments each year.

Building the manager shortlist

We map managers by stage and sector, so the family is comparing a handful of relevant funds instead of fifty random pitches.

Preparing for family and IC discussions

We prepare side-by-side comparisons on terms, ownership and track record, so the investment committee has facts to work from, not just a manager's slide deck.

Monitoring after commitment

Once capital is committed, we track manager reporting, capital calls and material changes, and flag what needs family or IC attention.

AIF routes for this mandate

Match the category to the job the capital needs to do.

Category is the first filter, not a label added after manager selection. It changes what the fund can own, how liquidity works, where tax is applied and which risks must be diligenced.

Category I AIF

Venture, SME and priority sectors

For long-duration innovation exposure where vintage diversification, manager access and loss rates need to be planned across a programme.

Understand the category

Category II AIF

Private equity, credit and real assets

For growth, buyout, private credit and real-asset sleeves that need distinct pacing, cash-flow expectations and manager benchmarks.

Understand the category

A group around a meeting table representing family office planning, alignment and collective decision making.

How we help family offices

We help you build a process, not just pick funds.

Family money needs more than access to good deals. It needs a clear allocation policy, defined roles for venture versus private equity, and paperwork that makes sense to the next generation too.

Setting up the plan

We help you figure out if you're setting an allocation policy from scratch, growing an existing program, or cleaning up a scattered set of legacy fund commitments.

Building the shortlist

We map relevant fund managers by stage, sector, geography and ownership stake, so you know which ones are core to your policy and which are one-off bets.

Preparing for family meetings

We prepare clear notes and comparisons so conversations between the family, the next generation and the CIO stay grounded and productive.

Keeping everyone aligned

Where trustees, family members or outside advisors need to be involved, we help keep the process clean and easy to follow.

Common questions

Questions that usually come up inside the mandate.

Continue the research path

Start with your capital context. Then compare the manager universe.

These routes connect the audience question to the research question, so you can move from a personal or institutional mandate into the relevant fund category, published report or next conversation.

Explore by investor profile

Founders →NRIs →Corporates and executives →Family offices →Corporate VC and institutions →

Explore by research question

Venture capital fund research →Private equity fund research →Private credit fund research →Independent reports →

Ready to discuss a fund, portfolio or manager question?

Share the mandate, liquidity context and decision you are trying to make.