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 discuss how smaller family offices collaborate through investing clubs or platforms like iCapital. The episode ends with a light-touch call for listener support. #FamilyOffice #PrivateEquity #DirectInvesting #UltraWealthy #WealthManagement #CoInvesting #FeeSavings #Pritzker #PritzkerGroup #iCapital #PortfolioDiversification #AssetAllocation #Finance #Business #HighNetWorth #FexingoBusiness #BusinessPodcast #WealthPodcast Keep every episode free: buymeacoffee.com/fexingo