Wholesale Investments for Family Offices
Institutional-grade access for multi-generational wealth management
Access wholesale investment opportunities suited for family office portfolios. These investments offer institutional-grade terms, co-investment opportunities, and strategies appropriate for multi-generational wealth management. Build diversified exposure across private markets with dedicated relationship management.
6 Matching Opportunities
Compare Top Opportunities
Greener Pastures Diversified Fund
8-12% p.a. tailored for AIP visa
Shaw and Partners Active Investor Plus Portfolio
Bespoke fund of funds DIMS
Alvarium Active Investor Plus Service
by Alvarium
Tailored to AIP requirements
Craigs Immigration NZ Investment Service
Portfolio dependent returns
Forsyth Barr AIP Managed Funds Account
by Forsyth Barr
Portfolio dependent returns
JMI Wealth Active Investor Plus Portfolio
by JMI Wealth
Portfolio dependent returns
Frequently Asked Questions
What makes an investment suitable for family offices?
Family offices typically seek: larger minimums for meaningful positions, institutional fee structures, direct GP relationships, co-investment opportunities, customized reporting, and strategies appropriate for multi-generational time horizons.
Do family offices receive preferential terms?
Yes, family offices committing substantial capital often negotiate reduced fees, priority access to deals, board observer rights, co-investment opportunities, and enhanced reporting. Building GP relationships over multiple funds increases these benefits.
What factors do family offices consider for private market investments?
Family office investment strategies vary widely based on their specific objectives, risk tolerance, liquidity needs, and time horizons. Factors often considered include diversification across strategies, managers, and vintage years. Consult qualified advisors with experience in family office investing for guidance specific to your situation.
Important Information
This website is an information directory only and does not constitute financial advice. The information provided is general in nature and does not take into account your individual financial situation, objectives, or needs. Past performance is not indicative of future results.
Investment in wholesale products involves risk, including possible loss of principal. Wholesale investors do not have the same protections as retail investors under the Financial Markets Conduct Act 2013.
Before making any investment decision, you should seek independent financial, legal, and tax advice from appropriately qualified professionals. Wholesale Investor does not recommend or endorse any particular investment or fund manager.