Private Equity Key Considerations and Investment Models for Private Families

Enterprising families are showing an increased interest in participating in direct investments around the globe. Some families have turned to private equity out of frustration with the volatility in the public markets and the unexpected correlations between asset classes that occurred during the 2008-2010 timeframe. The factors that impact their private equity portfolios’ success are complex in nature, and there are 15 key considerations that inform families’ preferences for private investments, and, ultimately, impact how well they will do. When looking deeper at FOX’s in-depth interviews with 250 family offices and/or wealth owners in the U.S., ten different investment models for private families have also emerged about how they have put their capital to work.