A guide to private funds: why, when, and where

The role of the family office in ultra-high-net-worth (UHNW) wealth stewardship has evolved significantly in recent years, growing both in scale and sophistication. Part of that evolution has seen family offices placing increasing emphasis on direct investing in private markets, with the use of private funds as the fast-emerging vehicle of choice to structure such investments. The fact that family offices have an international nexus, allowing them to operate across borders seamlessly and that residency is no longer a problem, has increased the popularity of private funds. We’ve also seen a growing appetite for co-investments between different families, for which private funds provide numerous advantages.

Private funds are amongst the latest options emerging in wealth and investment management, attracting sophisticated investors, including UHNWs and family offices. These funds serve a crucial purpose by channelling interests into predominantly private assets, such as family businesses, private equity, venture capital, and real estate.

To demystify the use of private funds by UHNWs and family offices, we’ve published a report which offers a comprehensive insight into the significance of private funds, the optimal scenarios for their utilisation, and the preferred jurisdictions for their establishment.

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