Family Office News Roundup – March 2026
News
Family Office Investment
Family office investing forms one of the core functions of successful family offices. Simple’s family office investment hub provides comprehensive guidance on investment strategies, asset allocation approaches, manager selection, and governance. Whether your family office focuses on capital preservation, long-term growth, or impact objectives, understanding investment strategy frameworks helps align portfolio construction with family values and intergenerational goals. From public market investing and private equity to alternative assets and direct investments, family offices have unique advantages such as long time horizons, patient capital, and flexibility that enable sophisticated investment approaches unavailable to other investors.
Family Office Investment Strategy
Public Market Investing
Category
Public market investing provides exposure to publicly traded equities and fixed income securities. Family offices typically balance public market allocations for liquidity and diversification with alternative assets. Public market strategies range from passive index-based approaches to active management with specialised managers. Tax considerations are critical for harvesting losses, managing dividend yields, and holding periods significantly impact after-tax returns. Family offices often use public markets as a tactical allocation tool and source of liquidity to fund other investments and distributions. ESG considerations have become increasingly important, with many families integrating environmental and social factors into public market selection.
Private Equity and Direct Investments
Category
Private equity and direct investments provide family offices with enhanced return potential and strategic control. Family offices deploy capital through buyout funds, growth equity investments, venture capital allocations, and direct co-investments alongside larger funds. These investments typically feature longer holding periods (5-10+ years), illiquidity premiums, and require significant operational oversight. Family offices value the ability to influence portfolio company strategy, implement operational improvements, and align with family values. Direct investments allow families to participate in syndications, acquire control positions, or co-invest with professional operators. Risk management and due diligence are paramount given the complexity and illiquidity of these investments
Real Estate and Alternative Assets
Category
Real estate and alternative assets form increasingly important components of family office portfolios. Real estate provides inflation hedging, income generation, and diversification from equity and bond markets. Family offices invest in office, residential, industrial, and retail properties, as well as through REITs and real estate funds. Alternative assets encompass hedge funds, commodities, infrastructure, and other non-traditional investments offering return diversification and risk management. Natural resources and energy investments appeal to families seeking diversification and long-term value. These assets typically feature lower correlation with public markets, provide inflation protection, and generate recurring income streams. However, they require expertise in manager selection and ongoing monitoring.
Impact Investing and Philanthropy
Category
Impact investing and philanthropic strategies enable family offices to align capital deployment with family values and social objectives. Impact investing seeks both financial returns and measurable social or environmental impact across sectors including renewable energy, sustainable agriculture, healthcare, and education. Family offices structure impact strategies through direct investments, impact funds, and private equity vehicles focused on underserved communities or emerging markets. Philanthropic strategies complement investment portfolios, allowing families to pursue charitable missions while maintaining tax efficiency through donor-advised funds, private foundations, and charitable trusts. Increasingly, families integrate ESG and impact considerations across all investments rather than treating them as separate allocations, reflecting broader commitment to sustainable wealth management.
Family Office Investment Strategy Framework
Developing an effective investment strategy requires family offices to address several key questions. Investment Objectives: Are you prioritising capital preservation, long-term growth, current income, or impact? Time Horizon: Is your investment horizon measured in years, decades, or centuries (for established family offices)? Risk Tolerance: What volatility and loss scenarios can your family office accept? Liquidity Needs: What distributions are needed for family members, philanthropy, or operations? Asset Allocation: How should capital be allocated across public markets, private equity, real estate, and alternatives? Manager Selection: Will you pursue passive index strategies, active management, or partnerships with specialised managers? Governance and Oversight: What committee structures and reporting will oversee investment performance? Tax Efficiency: How will you optimise after-tax returns through entity selection, holding periods, and trading strategies? Impact and Values: How do ESG and impact considerations integrate into investment decision-making? Diversification and Risk: How will you diversify across strategies, geographies, asset classes, and manager styles?
Companies
Access a curated ecosystem of trusted family office investment service providers and technology partners. From venture capital to secondaries in private markets, connect with vetted vendors worldwide.
Concentric
Denmark
Concentric partners with sector-defining founders to create new technologies that disrupt the status quo and solve the problems that matter.
Duende Ventures
United States of America
Duende Ventures connects international capital allocators to exclusive investment opportunities in the US Venture market.
Altoo
Switzerland
The Altoo Wealth Platform provides simplicity and control to wealthy private individuals and family offices, by aggregating and monitoring wealth data in an intuitive way.
Latest news
Family Office News Roundup – February 2026
Trends
Dallas C. Salazar Turns Early Shale Vision and High-Risk Energy Bets Into ‘Two Texas Presidents’ Family Office
Estate planning
Investments
Private Equity
Dallas C. Salazar, the Texas wildcatter turned investor whose early, high-risk bets across U.S. shale helped fuel one of the most quietly expansive private energy fortunes in the region, has...
Family investment offices
“I believe that an activist approach to venture investing is the best way to build a strong portfolio and deliver outsized returns. ”
— Kjartan Rist
Are you thinking about building a family office?
Connect with our team to learn how we can help set direction and build alongside you. From outlining goals, defining a roadmap to fast tracking all the different workstreams, with access to on-demand knowledge, services and our global network of more then 10K users.
Contact Simple?
Submit your request below and we will connect you.