David Hauser || M&A and HNWI Wealth Tracker

Family offices shift toward direct investing and formal governance

Family offices shift toward direct investing and formal governance

Newer entrepreneurial family offices are favoring direct deals, co-investments and tax-aware customization over commingled funds, but the strategy demands stronger underwriting, liquidity and execution infrastructure. Global examples such as Aliko Dangote’s Dubai family office highlight separation of operating risk, professional management and multigenerational succession.

Sources (3)
Updated Aug 29, 2026