Insights
Every figure dated and attributed. Views are labelled as views. We publish the analysis we use ourselves.
Outlook · Q3 2026
An estimated USD 1tn in regional family-business value will change hands within a generation. We examine why the structuring decision matters more than the allocation decision.
A candid account of the diligence economics behind small-ticket direct investment, and why most private allocators quietly skip the work.
Spread compression has not been uniform. We separate the segments still paying for illiquidity from those no longer doing so.
Why enforceability is the wrong test, and what actually determines whether a governance framework survives contact with the second generation.
Most founders hold 80% of net worth in one asset they cannot sell. We model the cost of waiting versus the cost of hedging.
Trail commissions are small annually and enormous cumulatively. The arithmetic, without the marketing.
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