FAMILY OFFICE BLUEPRINT
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INVESTMENT THESIS
The wealthiest families in the world don't invest like the rest of us. While most portfolios stop at stocks and bonds, family offices — the private investment firms that manage $100M+ fortunes across generations — allocate deeply into private equity, hedge fund strategies, private credit, and real assets. The result is a portfolio engineered to grow wealth across decades, not quarters, with returns that don't rise and fall in lockstep with the S&P 500.
The Family Office Blueprint replicates this institutional playbook using liquid ETFs — no lockups, no accreditation requirements, no minimums in the millions. Each sleeve is built from the actual 2026 allocation data of the world's largest single-family offices, as surveyed by Goldman Sachs, UBS, and BlackRock, then translated into the best available publicly traded proxy for each asset class.
The portfolio runs six sleeves: public equity as the growth engine, a private equity proxy capturing buyout and listed PE return drivers, a hedge fund replication sleeve spanning global macro, managed futures, and all-weather strategies, real assets for inflation protection, a private credit proxy targeting the floating-rate senior loan and CLO market, and a tax-efficient cash buffer. The result is a portfolio that looks and behaves like smart institutional money — without requiring you to be one.
WHY NOW
Family offices are actively rotating in 2026. Private equity allocations are being trimmed as exit activity stalls and valuations stay elevated — this portfolio reflects that shift, running the PE proxy below the long-run Family Office average. The freed-up capital moves to private credit, where floating-rate senior loans and CLO tranches continue to offer yield well above traditional fixed income with meaningful downside protection in the capital stack.
The hedge fund sleeve — global macro, managed futures, all-weather, and multi-strategy — is the portfolio's shock absorber. These strategies are specifically chosen because they tend to perform when traditional stocks and bonds struggle simultaneously, which is precisely when most portfolios need help most.
WHO THIS IS FOR
Investors who want more than a stock index fund but don't have access to the private funds, hedge funds, and direct deals that define institutional portfolios. This portfolio is built for a long time horizon — the same multi-year perspective that family offices operate from — and is best suited as a core holding rather than a tactical trade.
RISK CONSIDERATIONS
Liquid ETF proxies for private market asset classes will not perfectly replicate the return or risk profile of actual private equity, private credit, or hedge fund investments. The illiquidity premium embedded in true private market returns cannot be fully captured in daily-traded vehicles. This portfolio does not constitute investment advice. Past performance of the referenced ETFs and underlying strategies does not guarantee future results. All investing involves risk, including the possible loss of principal.
TAX CONSIDERATIONS
Once per year, just longer than a 12 month period, this Portfolio will adopt the new years Family Office allocations and update accordingly. Taxes will be long term gains if you are invested in it for the full year. There are no planned change of allocations during the year, so that gains will be long term capital gains, not at income tax rates.
SOURCES & METHODOLOGY
Portfolio allocations are derived from the 2026 global family office surveys published by Goldman Sachs, UBS, and Blackrock, which collectively represent hundreds of single-family offices managing assets ranging from $100M to several billion dollars. ETF proxies were selected to best replicate the return drivers of each institutional asset class in a liquid, daily-traded format.
on AutoPilot, click here to go to the Portfolio
INVESTMENT THESIS
The wealthiest families in the world don't invest like the rest of us. While most portfolios stop at stocks and bonds, family offices — the private investment firms that manage $100M+ fortunes across generations — allocate deeply into private equity, hedge fund strategies, private credit, and real assets. The result is a portfolio engineered to grow wealth across decades, not quarters, with returns that don't rise and fall in lockstep with the S&P 500.
The Family Office Blueprint replicates this institutional playbook using liquid ETFs — no lockups, no accreditation requirements, no minimums in the millions. Each sleeve is built from the actual 2026 allocation data of the world's largest single-family offices, as surveyed by Goldman Sachs, UBS, and BlackRock, then translated into the best available publicly traded proxy for each asset class.
The portfolio runs six sleeves: public equity as the growth engine, a private equity proxy capturing buyout and listed PE return drivers, a hedge fund replication sleeve spanning global macro, managed futures, and all-weather strategies, real assets for inflation protection, a private credit proxy targeting the floating-rate senior loan and CLO market, and a tax-efficient cash buffer. The result is a portfolio that looks and behaves like smart institutional money — without requiring you to be one.
WHY NOW
Family offices are actively rotating in 2026. Private equity allocations are being trimmed as exit activity stalls and valuations stay elevated — this portfolio reflects that shift, running the PE proxy below the long-run Family Office average. The freed-up capital moves to private credit, where floating-rate senior loans and CLO tranches continue to offer yield well above traditional fixed income with meaningful downside protection in the capital stack.
The hedge fund sleeve — global macro, managed futures, all-weather, and multi-strategy — is the portfolio's shock absorber. These strategies are specifically chosen because they tend to perform when traditional stocks and bonds struggle simultaneously, which is precisely when most portfolios need help most.
WHO THIS IS FOR
Investors who want more than a stock index fund but don't have access to the private funds, hedge funds, and direct deals that define institutional portfolios. This portfolio is built for a long time horizon — the same multi-year perspective that family offices operate from — and is best suited as a core holding rather than a tactical trade.
RISK CONSIDERATIONS
Liquid ETF proxies for private market asset classes will not perfectly replicate the return or risk profile of actual private equity, private credit, or hedge fund investments. The illiquidity premium embedded in true private market returns cannot be fully captured in daily-traded vehicles. This portfolio does not constitute investment advice. Past performance of the referenced ETFs and underlying strategies does not guarantee future results. All investing involves risk, including the possible loss of principal.
TAX CONSIDERATIONS
Once per year, just longer than a 12 month period, this Portfolio will adopt the new years Family Office allocations and update accordingly. Taxes will be long term gains if you are invested in it for the full year. There are no planned change of allocations during the year, so that gains will be long term capital gains, not at income tax rates.
SOURCES & METHODOLOGY
Portfolio allocations are derived from the 2026 global family office surveys published by Goldman Sachs, UBS, and Blackrock, which collectively represent hundreds of single-family offices managing assets ranging from $100M to several billion dollars. ETF proxies were selected to best replicate the return drivers of each institutional asset class in a liquid, daily-traded format.
