Multi-family offices are the investment management vehicle of choice for the world’s wealthiest families. Understanding how family offices think about alternative investments.
Family Office Structure
Multi-family offices aggregate investment management, tax planning, estate planning, and family governance services for multiple wealthy families — typically those with $25M-$250M in investable assets.
Alternative Investment Appetite
Family offices allocate 30-50% of portfolios to alternative investments including private equity, real estate, hedge funds, private credit, and direct co-investments.
Co-Investment Relationships
IKON Group cultivates relationships with family offices as co-investment partners — bringing them into portfolio company acquisitions alongside IKON Group’s lead capital for deal flow access and relationship development.
Investment Horizon Alignment
Family offices and permanent capital vehicles like IKON Group share natural investment horizon alignment — both think in decades rather than fund cycles, making them natural co-investment and co-sponsor partners.
More insights from IKON Group Investments — Houston, TX