Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Family Offices for Direct Private Equity
In this episode, Lucas and Luna explore how ultra-wealthy families are bypassing traditional private equity funds by investing directly through their single-family offices. They focus on the case of the Pritzker family, whose family office, the Pritzker Group, has made over 50 direct investments. Lucas explains the mechanics of direct co-investing, the typical minimums (often $5 million to $10 million), and the fee savings that can amount to 2 percent management fees plus 20 percent carried interest. Luna questions the risks of overconcentration and lack of diversification. The hosts also…
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