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Direct investing can provide family offices greater control over their investments and higher rates of return than private equity or venture capital funds. But the proper due diligence to make the right direct investments can be a challenging resource commitment for many family offices.

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“What’s become a little more common is families that are investing more like a syndicate, where they’ll put a consortium of six, eight or 10 families together,” said Dan Gimbel, a principal at NEPC private wealth. “Oftentimes those families will have varying backgrounds in different industries where they created their wealth. They may source a business in real estate, another in manufacturing and another one in oil and gas.”