Allocations & Managers: archive
Every Allocations & Managers story in Family Offices, newest first. 3 stories
2 stories
RBC/Campden: family offices raise private equity and AI expectations as succession plans lag
The Sept. 29 report found 84% expect direct private equity and 74% expect private equity funds to match or beat 2025 results in two to five years.
Family offices logged 112 August deals, 34 involving AI
FINTRX's Sept. 23 report shows Series A led again with 20 deals while acquisitions fell to 12 from 18.
1 story
Jacque Sokolov's healthcare-only family office and a $50 million biotech loss
SSB's chairman says regulatory, payment and adoption timelines now stretch the gap between a clinical advance and revenue, changing what a single-sector family office is underwriting.