Family Office Conversations with Fexingo: Wealth Management, Inheritance, and Generational Capital

Lucas and Luna explore the rise of co-investing among family offices, using the 2024 acquisition of a majority stake in Intersport by CVC Capital Partners as a case study. They discuss why family offices increasingly bypass traditional fund structures to invest directly alongside private equity firms, how co-investing reduces fees and increases control, and the risks involved. Lucas explains the t...

In this episode, Lucas and Luna explore how family offices are increasingly bypassing private equity funds to do direct lending—originating and holding their own debt deals. They ground the conversation in a specific case: the $150 million direct loan a single-family office made to a mid-market manufacturing company in Q1 2026, bypassing traditional syndication. Lucas breaks down the mechanics, th...

In this episode of Family Office Conversations, Lucas and Luna explore the rise of private credit as a cornerstone asset class for single and multi-family offices. They anchor the discussion around the $1.7 trillion private credit market and how family offices have become major limited partners in direct lending funds, replacing traditional banks. Lucas breaks down the mechanics of private credit—...

In this episode of Family Office Conversations, Lucas and Luna explore how multi-generational wealth transitions actually work—beyond the estate-planning checklists. They break down the three-bucket model: financial capital, human capital, and governance capital, using the real-world example of a German industrial family that moved $2.3 billion across three generations without fracturing. Lucas sh...

In this episode, Lucas and Luna explore why ultra-wealthy families allocate up to 10% of their portfolios to fine art and collectibles. They unpack the 2023 Deloitte Art & Finance Report's finding that 78% of family offices now view art as a serious investment, not just a passion purchase. Lucas walks through the mechanics of art-secured lending, a $28 billion market that lets collectors unlock li...

Lucas and Luna break down what it actually costs to hire a chief investment officer for a single-family office, using a real-world example of a $500 million office that recently went through the process. They discuss salary ranges from $500,000 to $2 million, the hidden costs of co-investment and carried interest, and why many families end up overpaying for talent that doesn't fit. Lucas explains...

In the series premiere, Lucas and Luna explore the world of family offices through the lens of a real case: the Pritzker family office, which compounded capital at roughly 20 percent per year for three decades without venture capital or hedge funds. They break down the 'endowment model' versus the 'operating company' approach, discuss why most family offices underperform simple index funds, and re...