Research pieces -
Two to three a month.
Long-form, sourced and opinionated. Specialist managers, allocation behaviour and the next generation, with charts that can go straight into an IC pack.
Monthly10 to 15 min
Research -
One question at a time, followed all the way through.
Written research comes first. Every piece is built to be read by the person who signs the subscription document, and to survive their questions.
What members receive.
Video and live events come later. The first year is about written work of a standard members would pay for.
The weekly note -
What moved and why it matters.
A short investment note every week. A handful of signals, one number worth keeping and nothing you need to skip.
Weekly3 min
The Allocator Survey -
The membership's own data.
An anonymised annual survey of allocations, planned changes, manager selection and lessons. Contributors receive the full results first.
AnnualFirst edition 2027
First pieces.
In preparation for launch. Founding members receive each one on the day it is published.
Family Office Intelligence -
What family offices actually did in 2026
Strip out the headlines and read the surveys side by side: where family capital moved this year, and what the consensus is missing.
In preparation
Specialist Managers -
The specialist premium
Capital keeps concentrating in the largest funds while the best returns keep showing up in smaller, sharper ones. What that means for how families choose managers.
In preparation
Next Generation -
The next allocators
The largest transfer of wealth in history is under way. What the next generation of family investors wants, and where they are learning it.
In preparation
How the research is made.
The standards behind every piece are public. Read them in full on the Standards page.
Sources -
Primary first.
Manager conversations, member data and filings come before secondary reports. Every figure is sourced on the page.
Contributors -
Specialists, by invitation.
Each theme is written with practitioners who know it. Contributors are named and their interests are disclosed.
Anonymity -
Families are never identified.
Family office insights are anonymised and aggregated. Nothing is attributed without explicit permission.
Have expertise members should hear?
Managers, founders and specialists can propose a contribution. Coverage is never paid for, and contributors cannot join as allocator members.