Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Manage Private Debt Directly
Direct lending is no longer just for mega-funds. We examine how family offices are bypassing traditional banks to originate private credit deals themselves, focusing on the operational shift from passive investment to active underwriting. Lucas and Luna break down the specific mechanics of senior secured loans, the rise of bespoke debt instruments, and why October 2026’s higher-for-longer rate environment makes this strategy particularly attractive for affluent portfolios seeking yield without public market volatility.
#PrivateCredit #FamilyOffice #DirectLending #WealthManagement…
The skinny
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