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Alternative Asset Allocation
- Family offices allocate approximately 45% of their portfolio to alternative assets.
- Within alternatives, they favor private credit, real estate credit, and secondary private equity.
Growing Influence of Family Offices
- Family offices are gaining importance in capital markets, controlling nearly $10 trillion globally.
- Their influence stems from patient capital, ability to act during market dislocations, and board memberships.
Cash Holdings
- Family offices hold more cash than typical institutional investors, enabling them to seize market opportunities.
- This barbell approach also helps them avoid over-leveraging and permanent losses.