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Family Office Vs Tech Sales
Hi lads, just gathering some thoughts from people in the industry. I received an offer for an Investment Analyst Internship in a Family Office and am also interviewing for a Business Development Representative (BDR) position in a big tech. I accepted the FO but am having second thoughts. The office...
Seeking Advice: starting a family office
I'm currently an undergrad student in my final year of college. I'm starting my career out in Investment Banking, with the goal of moving to the buy-side. Haven't decided on what exactly within the buy-side I want to do yet, but leaning towards private credit/distressed debt investing. My ultimate...
Do Family Offices / other LPs hire BD guys to Access Top Opportunities?
We know that in any asset class there are top GPs (e.g. Sequoia for VC) that deliver outsized returns relative to anyone else. Just wondering if and how small family offices / LPs (sub $1B, sub $500MM) try to get access to those deals - I imagine paying a business development guy $300K - $500K is...
Consumer PE/Growth in NY
Looking to move to NYC and continue with an investor role but optimize for WLB . Currently on the West Coast and making decent comp in PE but working a lot. Not too concerned about comp overall and want to optimize for a great WLB and have time to work on a few things on the side. Ideally still...
Family Office Investment Analyst Exit Opps
Just signed an offer to join a family office as an investment analyst. Time is split between private equity and private credit. Private equity work includes co-investments and FoF, as well as occasional opportunities to do direct LBO deals (run entire deal process alongside GPs). Private credit is...
PE Exit to Slower Paced Investment Role out of NYC
Hey all - I'm a second-year PE associate at a UMM fund in NYC. I am looking to get out of PE and NYC in search of a slower pace of life while still doing some kind of investing. I'm gravitating towards roles in family offices, pensions, endowments, long-only asset management, or hedge funds. I aim...
Family Office Salary
I am currently a first year analyst at a family office in a large but non major US city. I passed CFA Level 2 and I wondered if 50k base is a good salary? No bonuses promised or profit sharing of any kind. In a multifaceted role which is primarily working for the CIO. Company has 400m AUM per...
Family Office Recruiting
Hello all, 2 questions 1) is anyone familiar with the family office recruiting process at the analyst level in London and/or know any recruiters that recruit for them? I imagine there’s not a lot of roles that come up each year vs PE/HF. 2) What kind of background do they look for? Mine is pretty...
Approach to succeed at fundraising
Can any of the senior monkeys share experiences on how to learn fundraising successfully? My idea would be to do an equity research internship at a family office to learn when HNW investors make an investment decision.
Intern at Family Offices
How can you find good family offices where you could theoretically intern to analyze and research new investment ideas? I imagine it would be similar to equity research, but with the benefit of learning first hand when HNW investors decide to invest.
Am I biting off more than I can chew?
Will probably have to delete this to maintain anonymity, but really need guidance from any WSO members that may have experience with situations similar to mine. I'm concerned that I may be heading for a pretty serious reality check. For context, my current role is somewhat of a cakewalk for me. I'm...
BB Analyst to small multi-asset family office - pigeonhole risk?
Hi all, I´m currently a BB Analyst in EMEA (CB within IBD) and looking for the next step/move to the buyside. While I already had some interviews from larger (credit) funds and regularly have HHs reach out to me for (mostly mid-cap) PE, I now received an offer from a multi-family office that does...
Is this 'market' family office comp?
Maybe I'm overthinking this with limited knowledge on FO comps but I've been consistently working 60 hours M-F and a couple hours on the weekend. Enjoying the work overall but not happy with the firm structure and some of the redundant, not relevant work and slides we have to put together just for...
Family Office Comp Benchmarking
TL;DR seeking associate & senior associate comp data points for NYC family offices. Just got a post-MBA full-time offer from family office based in Europe (but the seat is NYC, they're starting to invest in the US now). I really like the people there and the fund mandate, and there's a lot of room...
Alvarium?
Hi all, Anyone have any info about working at Alvarium the multi-family office? They're about to merge with Tiedemann in January. Any insights into either would be useful given the merger. Thanks!
Single family office
I've recently been contacted by a single family office about running the fund and wanted to see if anyone had any similar experience. The fund is just shy of $1b and currently has a few operational investments. Most of the family's money is currently sitting with some wealth advisors and the owner...
Hedge Fund vs. Asset Management vs FO
Currently in the interview process with a Hedge Fund, Asset Management, and Family Office. Family Office opportunity is with a large family well-known office ( Think Cascade, Walton Enterprises, MSD Partners, Soros). The opportunity would be an investment analyst on a team describing themselves as "...
Family office question
Hello guys, I am currently an analyst in a tier 2/2.5 shop in consulting in Western Europe and I have an interview for an analyst position in a family office (also in Western Europe) next week. Since it's a FO it's hard to find any information on it online but I know that it has been in activity for...
Exiting a Family Office - help/advice?
Hi all, I am a longtime lurker and but would like to solicit this forum for some advice on career trajectory. I have been working at the family office of a NY billionaire for the past 18 months as the only junior investment professional (the guy is my direct superior). Several weeks ago, I was told...
What happens to family office if the family's enterprise goes bankrupt?
First glance obviously they will pull investments to get liquidity / fund dying company, but could also be argued that the liquidated asset go to the family office's AUM? Anyone has seen this happen? For those working at FOs (hedge fund style), how do you factor the success of its family business...
New Salesman - Anyone Have a Good Family Office Data Source?
Essentially title. First week in an equity sales gig and looking to tap into the family office market for accounts. I've come across a few sites but wondering if any of them are worthwhile if I have Bloomberg and can just sort IS. Any color would be appreciated.
Where will the big money be made during the 2020's?
Where do you see finance's biggest "white spaces" in this era? Let's assume your goal is to become a billionaire in financial services, to put it simply. Let's also assume tomorrow you're given $25 Million dollars carte blanche, as well as a healthy rolodex, to assist you on your journey toward this...
Q&A: Head of PE at Asian SFO
I head PE/VC investing for a family office based in Asia. Our firm makes direct investments across the capital structure (private credit, PE/VC, public markets and real estate). Although we are direct investors (>95% of capital deployed are directs), we regularly review fund investment opportunities...
Credit Family Offices
Are there any family offices that specialize in/invest heavily in credit? The only one I know of is MSD Partners. Are there any others to note that are fairly sizable/hire every now and again? From what I understand a lot of FOs avoid credit due to the tax treatment, is this true? Given my credit...
Questions to ask a Headhunter who reached out via LinkedIn?
Hi all - a headhunter reached out via LinkedIn. I've always obtained roles through my network, so I'm green on what to ask them to maximize the quality of the interaction. Here are the key points from their message to me, and some of my early questions. 1. "You were confidentially referred to me as...
Family Offices vs MFs
Hey guys, I'm currently a second year analyst at an EB (Evercore / PJT / CVP) and looking to make the jump to PE. I've had a few interviews, mainly with MFs, and have a few upcoming with large family offices (think Soros, Dell, etc.). Obviously, this forum is full with info on the MFs, but I can't...
Career advice - switching back from tech to finance again
Hello, I want to ask for a career advice from WSO participants. I am 34 years old and looking to break into family office or asset management career as investment professionals. Background - BBA in accounting, CFA level III, and MBA top 5 school (class of 2015) - Before MBA: 3 years of PE experience...
Looking for somebody who has nothing better to do than help answer an equity question....
I'm a commercial broker - the kind everybody loves to hate. I make good money doing brokerage, but for past few years I've been buying and selling 1-2 properties a year. I'd say I have a track record of 10 deals now, and while I don't tend to hold very long (
Organisation within a family office (Software + Work Dynamics)
Good morning everyone, I was just hired to set up a new family office project with a structure of 6 employees in the investment division: 1 director or operations (or coordinator) and 5 analysts / portfolio managers of individual portfolios (3 in equities, 1 in forex/criptocurrencies, 1 in futures...
Can I mention whose family office I interned at on my resume?
I interned at a family office that has no information online, but is owned by a relatively well known hedge fund manager. Can I mention whose family office it is on my resume? Thanks.
Archegos
What is everyone's opinion of this situation regarding Archegos? The CEO of IB and the Chief Risk Officer at Credit Suisse are out after losing $4.7B (so far). This comes after the Greensill situation and is now having ripple effects regarding dividend payouts and stock buybacks:...
UBS Global Family Office (GFO) - Relationship Management
Anyone have insight on the GFO group, specifically the relationship management team as far as culture, team dynamic, base + bonus numbers (Associate Director, Director and ED levels)? Department description: GFO is a joint venture between UBS WM and IB division -- supports delivery of inst'l and...
Single Family Offices doing Direct PE
Can anyone provide any info on any SFOs based in NYC that are doing direct PE investments? Well known examples that have dedicated PE arms are MSD Capital (Dell) and Cohen Private Ventures (Cohen). Other examples that [I think] do direct PE are Willett (Bloomberg), Vulcan (Allen), Elysium (Black),...
Claridge Inc.
Family office based in Montreal, Canada. Claridge, founded in 1987 by Stephen Bronfman’s father Charles Bronfman, and its predecessor company, Cemp Investments Ltd., have been active private equity investors for over five decades. The firm employs some 30 investment and administrative...
Would you start a Family Office or just enjoy retirement?
Would you start a FO if you have enough capital and have the option to stop working before 60 or would you just enjoy early retirement and do something more "basic"? If you start a FO, what would your focus be? If you decide to enjoy retirement, how would you do it?
Dunes Point Capital
Does anyone know anything about this firm? Appreciate any info you can provide. Thanks!
Family office exit opps?
Currently working at a mid-sized family office at with a focus on direct private equity investing in the lower mid-market as well as a fair number of venture-stage deals. I'm mid-level in the firm, didn't start my career in IB, and wondering what my options are for the future. What are realistic...
Recommended Family Office lists - Focus on Europe/Asia
Recommended Family Office lists - Focus on Asia & Middle East***** Hi, I am searching for a curated (if at all possible) database of single & multi-family Family Offices. I have seen discussions on WSO however mainly with a US focus and as such, not a lot of Asian or MENA focused family offices....
Fund Management Company or Family Office
Good Day! Is anyone looking to set up a Fund Management Company or Family Office in Singapore? Please feel free to reach out to me.
Family Office Compensation
Hello! I would love to learn what the average salary for a first year analyst at a Multi-Family Office would be in a major city... would MFOs and SFOs have similar pay given similar AUMs? How would it compare to IBD base salary? Thanks!
Is it normal for partners to get equity if they're with the company for a long time?
This is a 5 year old firm with 10 employees currently. If you go from Analyst to Partner in 10-15 years, do you think it'd be crazy to ask for equity? Currently I'm taking slightly under market analyst pay at a MFO with a very high growth rate and it's hard to see friends at 80-160k+ IB salaries all...
Seeking Advice: Lateral from a $3B fam office to local MM firm? RE veterans, please throw your two cents.
I am a third-year analyst at a family office seeking advice on lateraling. We invest in core/core-plus assets around the country and AUM is north of $3B. Due to their permanent capital, the family (see IC) makes a lot of investment decisions based on the qualitative features of an asset (see trophy...
Family Office vs Regular IB Route
Feedback is appreciated. I wanted to know what the thoughts are on going to be a PE analyst at a family office before moving to a larger MM or even a MF . If directly out of getting a masters in finance for pre MBA rebranding (part time) while working at TAS or smaller boutique shop, having the...
Family Offices List
2,411 Firms / 4,635 Emails / 2,851 LinkedIn Profile URLs / 2,634 Phone Numbers and Growing Fast V5 Update Released - March 2020: This update adds new data to the existing contacts. This includes Regional Investing Focus, Industry Investing Focus, Asset Class Investing Focus, and any Notes we feel...
Help choosing PE Summer Associate offer
Hi everyone, this forum has been a tremendous help over time and I have yet another question to help me rationalize. I am in the lucky position to choose between two private equity offers for a summer associate role, but that was a long journey. I am currently an international student at an M7 MBA...
Advice for making the most of family office job
I am 20 years old, with 1 year of business school before leaving to run personal businesses and work in research/technology journalism. No degree, and previous work experience was in research. I have since sold or delegated day to day management of my personal businesses. I managed to parlay that...
Q&A - Independent Southeast Asia mid-market M&A adviser / private family office partner
Brief Background: Based in Southeast Asia Started in a SEAn monetary authority to asset management, to a PE for internship, to boutique IB . Currently an independent M&A /capital markets adviser Privately handling family office matters Example of deals done: Arranged a preferred equity financing for...
Considerations for mining operation engagement
For a new mining project (Gold, Silver, Copper and Lead) that is requesting a strategic capital partner, what considerations are key when evaluating a project from your Firm's perspective in regards to engagement, partnership or otherwise
Insight into PE focused family offices?
Hi everyone - I searched through the WSO database on relevant topics, but given some opportunities that came from headhunters recently on MSD (Michael Dell’s family office) and Wildcat Capital Management (David Bonderman), amongst others, I was hoping to get a better sense of what the work...
List of Family Offices
I am looking to build a list of family offices based in the Southwest (Arizona, Nevada, New Mexico). Can anyone speak to the depth and accuracy of the WSO Family Office Database or FINTRX Family Office Platform? Any other thoughts or recommendations on resources or ways to build the list? You might...
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