Overview
Family offices are no longer content with traditional 60/40 portfolios. According to UBS’s 2025 Family Office Survey, allocations to alternative investments now surpass those to public markets, with direct buyouts representing the largest share—44% of the average portfolio. The appeal is clear. But concentrated private holdings introduce new fault lines: liquidity traps, opaque valuations, and the risk of internal conflict as generational voices multiply.
Timings:
11:00 AM ET | 4:00 PM BST
Agenda
Join three industry leaders for a candid discussion on how today’s most sophisticated families are:
- Sourcing and vetting direct deals
- Installing institutional-grade guardrails
- Preserving both harmony and capital across generations
Whether you advise first-generation wealth creators or sixth-generation stewards, this session will provide the frameworks and questions you need to help family capital thrive in the private equity era.
Register now to gain practical insights, real-world examples, and strategies to future-proof your clients’ private market investments.
Speakers
