European Family Office Mandate: Alternatives and Infrastructure
European Single Family Office Investor Mandate - Focus on Alternative Investments
Sponsors and fund managers considering a European single family office as an investor, and family offices still building their own investment process.
Summary
A European single family office spreads its capital across the Americas, Europe and Asia, says Fadi in this mandate interview with Richard C. Wilson. Fadi spent 12 years at UBS Wealth Management before joining the office. The family built an industrial group that makes tires and supplies makers such as John Deere, Caterpillar, Claas and CNH. Direct investments sit mostly in Central or continental Europe.
For US sponsors, Fadi points to club deals, themed private equity such as cybersecurity and tech, and private debt. His broad preference is long-term investments, including infrastructure, water utilities and biotech. His main advice to other investors is to stay liquid and flexible, with a good counterparty and platform. He also notes that some closed vehicles may carry exit fees or penalties.
What stood out
- Capital is spread across three regions. The office tries to diversify across the Americas, Europe and Asia. Booking centers and counterparties follow the same split. Capital markets exposure is kept agnostic across all three.
- Direct deals stay close to home. Because the office is based in Europe, most direct investments are in Central or continental Europe. Investments from other regions tend to come through alternatives and capital markets.
- US alternatives that fit the mandate. Fadi names club deals, private equity and private debt as the most appealing US opportunities. He prefers deals built around a theme, such as cybersecurity or tech, over general ones.
- Long-term investments come first. When asked for one type of investment, Fadi says it is hard to pick just one. He points to long-term areas such as infrastructure, water utilities and biotech. The final choice depends on the circumstances.
- Liquidity and flexibility matter most. Fadi advises investing where you can stay liquid and flexible, with a good counterparty and platform. He says flexibility mattered during the Covid period. Closed vehicles or platforms may charge exit fees or penalties, which makes flexibility a differentiator.
Worth quoting
"Be where you invest, to be liquid, to be flexible, to get a good counterparty, to have a good platform."
"Obviously, if they are based in Europe, most of the direct investments are in Central Europe or in continental Europe."
Facts and figures
- Fadi spent 12 years at UBS Wealth Management before joining the single family office.
- The family's industrial business makes tires and supplies makers such as John Deere, Caterpillar, Claas and CNH.
- The office diversifies across three geographies: the Americas, Europe and Asia.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: European Single Family Office Investor Mandate - Focus on Alternative Investments. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Talk to a securities attorney to explore options around fund exit terms, cross-border structuring and offering documents. Do not use AI to write your own legal agreements.
Related questions
- How do I close a funding round?I close a funding round by focusing on investors who fit the opportunity and moving each interested prospect through clear, consistent follow-up.
- What documents do investors request during due diligence?Prepare a clear, organized package covering your operations, investments, compensation, team, and track record.
- How do I raise capital for my business?I raise capital by building a repeatable system for attracting the right investors, establishing credibility, and developing relationships before asking for money.
Questions about this video
What does this family office want to see from US sponsors?
Fadi names club deals, private equity and private debt. He prefers themed opportunities, such as cybersecurity and tech, over broad ones.
What is the best way to contact Fadi?
Email is the preferred method. Fadi says it lets him prepare and respond properly, and that LinkedIn or other social media also work.
What advice does Fadi give other investors?
He says to invest where you can stay liquid and flexible, with a good counterparty and platform. He also notes that some closed vehicles may have exit fees or penalties.
Put this into practice with the family office fit check. See all investor mandates resources.
