European Single Family Office Investor Mandate: Prague Interview
European Single Family Office Investor Mandate
Fund managers and sponsors outside Europe who want to know what a conservative European single family office looks for before reaching out.
Summary
A partner at a single family office in central Europe explains how the office invests. The family built an industrial group that makes off-road tires and supplies names such as John Deere, Caterpillar and CNH. The partner spent 12 years at UBS wealth management before joining. The office describes itself as traditionally conservative. Richard C. Wilson of the Family Office Club hosts the short mandate interview.
The office spreads capital across the Americas, Europe and Asia, though most direct investments sit in continental Europe. For US sponsors, the guest points to club deals, co-investment opportunities, themed private equity and private debt. Long-term themes such as infrastructure, water utilities and biotech also fit. The talk closes with advice on liquidity and flexibility, and a note that email is the best way to make first contact.
Five points worth keeping
- Diversify across three regions. The office aims to spread capital across the Americas, Europe and Asia. This applies to booking centers and counterparties as well. Direct investments are mostly in central or continental Europe.
- US alternatives that fit. The guest names club deals, co-investment opportunities, private equity and private debt as most appealing from the US. The private equity should be dedicated to certain themes, not traditional feeders.
- Tech and cyber security themes. The guest says the US is top-notch in areas such as cyber security and general tech. Themed private equity in these areas can appeal to a European investor deploying into the US.
- Long-term themes come first. Asked for one type of investment, the guest points to long-term themes. Examples are infrastructure, water utilities and biotech. The final choice depends on the particular circumstances.
- Protect liquidity and flexibility. The advice is to stay liquid and flexible, use a good counterparty and platform, and be able to pledge investments for loans such as a Lombard loan. The guest notes that some closed end vehicles may carry exit fees or penalties, so many investors review the terms with their advisers.
In their words
"We try to diversify across Americas, Europe and Asia."
"Many closed-end vehicles or closed-end platforms might have various exit fees or penalties."
Facts from this talk
- The guest spent 12 years at UBS wealth management covering the central Europe region.
- The family's industrial group was built over roughly the last 20 to 25 years and supplies companies such as John Deere, Caterpillar and CNH.
- The office diversifies across three geographies: the Americas, Europe and Asia.
- The guest advises keeping investments pledgeable for loans such as a Lombard loan to stay flexible.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: European Single Family Office Investor Mandate. 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 closed end fund terms, co-investment structures and private debt 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 kind of family office is interviewed?
It is a single family office in central Europe. The family built an industrial group making off-road tires, and the office is described as traditionally conservative.
What US opportunities appeal to this office?
The guest names club deals, co-investment opportunities, themed private equity and private debt. Cyber security and general tech are given as example themes.
How should investors contact the guest?
Email is preferred, because it works across time zones and lets people prepare a clear introduction. A conference call can follow as a second step.
Put this into practice with the family office fit check. See all investor mandates resources.
