Family Office Roundtable: Endowments, OCIOs, and M&A Activity
The Mack Podcast
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The Evolving Role of Family Offices in Private Equity
This chapter explores the increasing participation of family offices in the financial services sector, particularly in syndications with private equity sponsors. It discusses the implications of wealth transfer on mergers and acquisitions, while addressing the motivations behind recent M&A activities and the evolving landscape of registered investment advisors. The importance of discerning partnerships and understanding ownership structures in wealth management is emphasized, along with the potential benefits of a fiduciary 'chief of staff' for families.
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