mcp PEI report on family offices and foundations 2014

montana capital partners is pleased to announce the publication of its annual Research Report on how family offices and foundations approach private equity that has been conducted in association with Private Equity International.

The second ever private equity survey among family offices and foundations shows a continuing growing interest in the asset class amongst this investor base and that family offices and foundations play an ever more active role in the private equity landscape. The main findings of the study are:

  • 45% of family offices have upped their allocation in last year
  • 33% will increase private equity allocation in the next 12 months
  • Secondaries remain an important strategy for family offices, especially niche strategies
  • Majority are concerned about “mispriced risk” in capital markets

For more details please see the following press release or contact us at  or +41 41 511 79 50 if you wish to receive the full study.

Montana Capital Partners