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Family Office Survey Report 2022

At the end of 2021, First Republic Bank and Kauffman Fellows surveyed family offices across the United States and globally to get a better understanding of their investment strategies, primarily how they invest in VC funds and make co-investments. The report summarizes our findings and includes commentary from select family offices and venture managers. The key findings include:

  • Venture investing is a mainstream practice for family offices, with the vast majority of those surveyed investing in established, emerging, first-time and diverse managers.
  • When investing in established venture funds, family offices ranked deal flow and sourcing as the chief pain points, while for emerging managers, a manager’s track record and credibility are the critical areas of focus.
  • Co-investing alongside a fund manager is a widespread investing strategy, yet only a minority of family offices surveyed had the in-house resources to review and monitor these investments.

For the full PDF of this report, click the Download button below.

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The content of this publication is for information purposes only and should not be considered as legal, financial, accounting or tax advice, nor as an investment recommendation or an endorsement of any investment fund. First Republic Bank makes no representations, warranties or other guarantees of any kind as to the accuracy, completeness or timeliness of the information provided in this publication. You should consult with your own professional advisors to fully understand and evaluate the information provided in this publication before making any decision that could affect the legal or financial health of you or your business.

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