We speak confidentially with family office principals, CIOs and investment professionals to uncover how private capital is allocated, managed and evaluated.
You set the question. We find the right people, ask it, and bring you the insight.
Run an office? Share your perspective
These families do not explain themselves in public. How they pick managers, structure a deal, pay their people or plan for the next generation gets discussed privately, if at all.
Surveys flatten the answers and conferences polish them. Databases tell you who allocated, never why.
The people who know will speak, but only on terms they trust.
Nothing is published or resold. You define the question. We identify the people best placed to answer it, conduct the research, and bring you the insights.
You have one question and want one good answer. We identify a family office in a position to answer it, agree the ground rules, and set up the interview. Attend it yourself, or read the write-up.
A set of interviews on the same question, written up as a briefing: what we heard, where views split, anonymised quotations, our reading.
Interviews are anonymous. Now and then someone asks to meet the party behind a study, and that party wants the same. When both ask us, separately and in writing, we make the introduction. We never suggest one. We take no fee tied to any investment.
What does an office our size cost to run?
Fund, co-investment or direct deal: how do others decide?
Where does our strategy sit against private credit right now?
Why do allocators decline managers they rate highly?
How do families in the Gulf run their direct investment teams, and who do they take advice from?
Who is actually allocating to private credit secondaries, and what changed their mind?
Managers, co-investment, governance, succession, costs. Learn how comparable families decide, without asking in public.
Hedge funds and managersHow they allocate, what they expect, why they decline. Research first. Introductions only by consent.
ParticipantsOne interview, in confidence. A summary of what your peers said in return.
We agree on the research question, whose perspectives matter, and the decision the research is intended to inform.
We identify and approach relevant individuals through our network. Identities and client information remain confidential unless explicit consent is provided.
We develop a focused set of questions around your research objectives and conduct confidential, in-depth interviews, typically lasting 60 minutes. The terms of each conversation are agreed with participants in advance.
You will receive a concise written briefing outlining what we have learned, the key findings, where views align, where they differ, and the insights behind them. A partner walks you through the findings.
Introductions are separate from the research process and only take place where both parties independently request one and provide explicit consent. Otherwise, identities remain confidential.
Our researchers conduct the interviews, using questions developed and reviewed by a partner. Every researcher is trained in our interview methodology and confidentiality standards, and every briefing is reviewed and approved by a partner before it is shared with you.
Nothing is attributed to an individual, family or organisation. Names and identifying details are removed from all research before it is shared.
Unless both parties ask otherwise, the participants we interview never learn who commissioned the research, and clients never learn who took part.
We only facilitate an introduction where two parties request it separately and in writing. Either party can decline, and the decision remains confidential.
Participation never results in a sales approach or follow-up solicitation. Contact details are never shared without explicit written consent.
Our interviewers stop any line of discussion heading towards material non-public information, or towards a confidence someone holds for a third party. Every briefing is reviewed before release.
Seven of nine decline most co-investment offers within a week. The deciding factor was rarely the asset. It was whether the sponsor had allowed enough time and information for the office to do its own work.
Request a sample briefing →“If I get ten days and a data room someone else designed, the answer is no. That is not a view on the deal.”
Chief investment officer, single family office, Europe
Tell us the question you would like answered. A partner will reply personally, and your enquiry stays confidential.
Run an office? Share your perspective in confidence and see how your peers compare.