A family office investment strategy is not just an asset allocation pie chart. It is the full system a family uses to set objectives, choose what to invest in, decide who approves investments, and monitor results across public and private markets. It also answers practical questions people ask all the time, like how family offices…
Archives for January 21, 2026
Top 7 Private Equity Portfolio Monitoring Software
Private equity portfolio monitoring software helps GPs (and their operating, finance, and IR teams) collect portfolio company data, analyze performance, and turn it into repeatable reporting, so you can spot issues early, answer LP questions quickly, and stay ready for audits and exits. Portfolio monitoring is fundamentally about collecting and analyzing fund + portfolio company…
Asset Management Report: What to Include and How to Structure It
An asset management report is the document your stakeholders actually read. It is the client package, the investor update, or the consolidated view that turns portfolio activity into understandable results. For asset managers, family offices, RIAs, and fund administrators, the report has a simple job: present performance, holdings, activity, fees, and valuation in a way…
Private Equity and Co-Investing for Family Offices: Structures, Strategy, and the Operating Playbook
Private equity and co-investing for family offices usually means investing in a specific deal alongside a lead sponsor (often a PE firm) or alongside other families, instead of putting all the capital into a blind pool fund. Co-investing can be a strong tool for selectivity, fee efficiency, and access, but it also shifts real work…
Private Equity Dashboard: What to Track, Who It’s For, and How to Build One That Holds Up
A private equity dashboard is a set of standardized views that summarizes fund performance, portfolio company health, capital activity, and investor reporting in a way that supports decisions and communication. It can be internal (for GP teams) or external (for LP visibility through an investor portal), but in both cases, the goal is the same:…
Private Equity vs Family Office: How They Invest, How They Operate, and What That Means in Practice
When people try to distinguish between private equities and family offices, they are usually trying to understand two things at once: how these investors behave in deals, and why they behave that way. The short answer is simple. Private equity firms invest through structured funds raised from outside limited partners. Family offices invest primarily on…
