Acquiring Minds Family Offices for Searchers: A Primer
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Sep 25, 2025 James Bohannon, Senior Vice President at Belzberg & Co., sheds light on family offices—private wealth management vehicles for families. He explains their structure, highlighting how they offer unique advantages to searchers and independent sponsors. Discover the importance of relationships for accessing family office capital, the preference for long-term investments, and the collaborative nature of family office investing. Bohannon also discusses the balance between flexibility and decision-making speed within these entities, making them appealing partners in the private market landscape.
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Family Office Capital Powers Private Markets
- Family office capital is the lifeblood of private markets and often comes from individuals reinvesting entrepreneurial exits.
- It can be more flexible and longer-term than fund capital, making it well suited to family-held SMBs.
Why Private Equity Dominates The Radar
- Private equity dominates branding because it invented the repeatable fund model and aggressively originates deals.
- Family offices often sit quieter due to bandwidth constraints and lack the same outbound origination muscle.
From Selling Shoes To Working With A Family Office
- James started a shoe business, Del Toro, and sold it to a wealthy individual who later turned out to be a family office.
- That early exit gave him firsthand experience interacting with family office capital and led to his career in the space.
