Trevor L TaylorInsights
Courtyard facade of the Palazzo Medici Riccardi in Florence, seat of a banking family, on the Trevor L Taylor family offices subject page
7 entries

Family offices

Image: Julian Lupyan, file page on Wikimedia Commons, CC0 1.0 Universal public domain dedication

Trevor L Taylor founded Fortius Capital as a private investment vehicle, and the entries in this cluster explain the wider world of privately held capital: what a family office is, how single and multi family offices differ, how limited partnerships and special purpose vehicles are built, how coinvestment works, why Miami attracts family offices and how wealth passes between generations. More than eight thousand family offices now operate worldwide, and financial centers compete to host them, Bloomberg reported. Their exposure to private markets has climbed sharply over the past decade, CNBC found from Preqin data, and some have bought discounted real estate while larger institutions waited, CNBC also reported.

Entries in Family offices

  • An empty boardroom with a long table, white chairs and a wall of tall windows, illustrating the Trevor L Taylor entry on the family office

    Family Office

    The private firm a wealthy family builds to run its money, records and long term plans.

  • Bronze cornice and an old brass directory board in a marble bank lobby, illustrating the Trevor L Taylor entry on single and multi family offices

    Single and Multi Family Offices

    One household with its own staff, or many families sharing one platform: the trade offs compared.

  • Twisted stone columns and ribbed vault of the medieval merchants exchange in Valencia, from the Trevor L Taylor entry on the limited partnership

    Limited Partnership Structure

    Capital from passive partners, decisions from one manager: the old contract behind private funds.

  • Rows of metal safe deposit boxes seen through an open vault gate, illustrating the Trevor L Taylor entry on special purpose vehicles

    Special Purpose Vehicles

    A legal entity built for one job, from asset backed bonds to single startup funds.

  • A small meeting table with black mesh chairs behind a glass wall in a sunlit stone building, from the Trevor L Taylor entry on coinvestment

    Coinvestment

    Investing beside the lead manager in one deal, usually for lower fees and more say.

  • Brickell office and condominium towers seen across Biscayne Bay from Brickell Key, illustrating the Trevor L Taylor entry on family offices in Miami

    Family Offices in Miami

    Billionaire relocations, Brickell towers and multi family office arrivals reshape a finance city.

  • Formal gardens, urns of orange flowers and a fountain at the Kykuit estate built by the Rockefeller family, from the Trevor L Taylor entry on wealth succession planning

    Wealth Succession Planning

    Passing on money is the easy part; passing on roles, skills and trust takes years.