A family office is a private wealth management advisory firm that serves ultra-high-net-worth individuals and families. It provides a comprehensive suite of financial and personal services, tailored to the specific needs and goals of the family. These services can include investment management, tax planning, estate planning, philanthropy, and even concierge-style services.
After evaluating various investment options, the family office decided to allocate a portion of their capital to private lending to achieve higher yields while maintaining a conservative risk profile.