Joe Bell

Advisor to single-family offices specializing in pre- and post-transaction planning, direct co-investments, lending capabilities, and hosting networking and educational events for family office executives.

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Feb 17, 2026 • 27min

Why Family Offices Are Expanding Their Private Market Exposure Through Secondaries

Joe Bell, advisor to single-family offices focused on co-investments and liquidity planning. Dana Baines, private markets distribution leader making direct deals accessible to UHNW and institutional clients. They discuss why direct secondaries matter now. They explain tender mechanics, types of secondaries, allocation scarcity, diligence limits, rising family office allocations, and hot sectors like AI and defense tech.

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