How Family Offices Allocate Capital Real Estate, Private Credit, and Alternatives

Quick Answer Family offices typically allocate 20–35% to real estate (led by multi-family and NNN industrial), 10–20% to private equity, 5–15% to private credit, and 5–15% to alternative assets including commodities and biotech. Each allocation serves a specific role: income, preservation, growth, or inflation protection. The framework is governed by a formal Investment Policy Statement, […]

Capital Preservation Strategies: How Real Estate Protects Wealth Long-Term

Quick Answer Capital preservation strategies protect the real value of wealth over time — not just the nominal balance. For high-net-worth investors, real estate is one of the most effective capital preservation tools available: it generates income, appreciates with inflation, offers tax shields through depreciation and 1031 exchanges, and holds intrinsic value that paper assets […]