Family Offices & Institutions

Direct Investment Program for Offshore Family Office

Pain Point
A multibillion offshore family office sought to setup a $50 million private equity direct investment program, but the family office lacked the institutional staffing and domain expertise to execute on the desired mandate.

Solution
Mack & Co. provided the family with a private equity “primer” to educate the family on its options and was subsequently engaged to set up a private equity direct investment program to assist the family in deploying equity capital directly in private companies.

Impact
The family office is saving significant costs by investing directly versus paying management fees for third-party managers and is able to achieve a higher return on invested capital.