Direct investing
When families invest directly in businesses rather than through funds: deal sourcing, due diligence and co-investment.
Michael Dell's family office backs a $7.7bn take-private of insurance broker Baldwin
DFO Management and Sequence Holdings have agreed to acquire The Baldwin Group in an all-cash deal valued at about $7.7bn, one of the largest public-to-private transactions led by a single family office.
Ortega's family office bought 86 London flats for £150m. Nobody noticed for six months.
Pontegadea's first UK rented residential purchase surfaced in Companies House filings in August, half a year after it completed. The disclosure lag matters as much as the deal.
Family offices bought AI infrastructure and sold China last quarter, 13F filings show
Dakota's August monitor reads second-quarter filings from a small group of very large single family offices. The pattern is consistent. What a 13F covers is not.
New family offices want direct deals, not hedge funds, Fintrx Q2 data shows
Fintrx added 96 family offices to its platform in the second quarter of 2026. Only 10.4 per cent listed an interest in hedge funds, against 38.2 per cent of the database as a whole.
Family offices kept buying clean energy through a turbulent July
Family offices made 57 direct investments in July 2026, Fintrx data shows, with more than 15 per cent going to clean energy and sustainability firms.
Family offices are buying robotics while the rest of the market argues about an AI bubble
Bloomberg reports that the investment vehicles of Bernard Arnault, Jeff Bezos and Azim Premji have all put money into robotics companies in recent weeks. The capital is going in direct, at early stage, and into a single theme.
From allocation to direct deals: how family offices invest
From asset allocation to direct deals: how family offices invest, the pull towards co-investment, and the governance that keeps investment decisions disciplined.
J. Safra Sarasin takes 70 per cent of Saxo Bank for €1.1 billion
Months after settling its inheritance dispute, the Safra banking dynasty made its biggest acquisition in years, buying a majority stake in Denmark's Saxo Bank.
What we are reading about family offices
No noise, no selling. A measured take on what's moving across family offices and private wealth.