Family Offices
Solutions for Generational Wealth Management
Who We Serve
Preserving Wealth, Powering GrowthIn managing generational wealth, strategic financial decisions that create value in the long term are extremely important. Family offices serve that exact function. They oversee assets, from business holdings and real estate to alternative investments and philanthropy.
At First Turn Capital, we provide investment banking services to family offices and help them structure transactions, allocate capital wisely, and identify and secure high-value opportunities.
We’re a trusted financial partner for family offices looking for strategic acquisitions, private investments, capital market transactions, and carefully structured financial solutions supporting multi-generational wealth.
What Is a Family Office?
Defining Family Offices
Family offices are private financial organizations established to manage and grow the wealth of ultra-wealthy families with high net worths. Unlike traditional wealth management firms, family offices cover a broad range of needs and services for a family or multiple families.
Single-Family Offices (SFOs)
These offices usually fall into two main categories:
- Established to serve the financial, investment, and operational needs of a single wealthy family.
- Focused on long-term asset management, estate planning, business investments, and philanthropy.
- Often involve direct ownership stakes in business, private investments, and alternative asset strategies.
Multi-Family Offices (MFOs)
- These organizations serve multiple wealthy families, pooling resources to provide professional financial and investment management services.
- Offer similar services as an SFO but with economies of scale and shared expertise.
- Help families diversify their portfolios, structure intergenerational wealth transfer, and engage in strategic investments.
First Turn Capital works with both types of family offices, providing investment banking solutions that go beyond traditional wealth management. Instead, our team focuses on strategic financial transactions and capital deployment.
Investment Banking Services for Family Offices
Customized Investment Banking Solutions for Family Offices
- Source high-value private investment opportunities in strategic industries.
- Conduct due diligence and financial analysis to assess risk and growth potential.
- Structure private equity deals and co-investment partnerships with institutional investors.
- Negotiate optimal terms for minority and majority stake investments.
- Source high-value private investment opportunities in strategic industries.
- Conduct due diligence and financial analysis to assess risk and growth potential.
- Structure private equity deals and co-investment partnerships with institutional investors.
- Negotiate optimal terms for minority and majority stake investments.
- Private debt and structured financing to optimize capital deployment.
- Convertible securities and customized capital structures for flexibility.
- Secondary market transactions, helping family offices liquidate or acquire private company shares.
- Debt restructuring and recapitalization strategies to improve portfolio performance.
- Investment structuring for commercial, industrial, and residential real estate portfolios.
- Debt and equity financing for real estate development and acquisitions.
- 1031 exchanges and tax-efficient real estate investment strategies.
- Private real estate fund structuring and institutional investor partnerships.
- Develop succession plans that protect business continuity and wealth transfer goals.
- Structure trusts, foundations, and philanthropic entities for charitable giving.
- Optimize tax strategies for intergenerational wealth preservation.
- Manage estate planning transactions, ensuring financial security for heirs.
Private Equity and Direct Investment Advisory
Family offices often prefer direct investment over public markets, allowing them to have more control and achieve higher returns. First Turn Capital helps family offices:
Mergers and Acquisitions (M&A) for Family-Owned Businesses
Family offices often prefer direct investment over public markets, allowing them to have more control and achieve higher returns. First Turn Capital helps family offices:
Capital Markets and Liquidity Solutions
Generally speaking, family offices require custom liquidity solutions to manage cash flow, balance risk, and finance investment activities. First Turn Capital assists with:
Real Estate Investment Banking
Real estate is a top asset class for many family offices. First Turn Capital provides guidance on real estate acquisitions, asset sales, and capital structuring for large-scale investment projects. Our services include:
Succession Planning and Wealth Transfer Advisory
To preserve wealth across generations, careful planning and asset protection strategies are a must. Our team at First Turn Capital helps family offices:
How Family Offices Benefit from First Turn Capital’s Services
Helping Family Offices Achieve Their Financial Goals
Long-Term Wealth Protection and Strategic Growth
First Turn Capital connects family offices with high-value private equity, real estate, and alternative investments not usually available in public markets.Sophisticated Financial Structuring and Risk Management
Our investment banking team helps family offices structure transactions that optimize financial returns while mitigating risk.Resilience in Changing Market Conditions
We develop financial strategies that protect capital, maximize investment returns, and support sustainable growth across generations.Tailored, Independent Financial Guidance
Unlike traditional financial institutions, First Turn Capital provides unbiased, customized capital advisory that prioritizes the needs of the family office, not third-party interests.
Why First Turn Capital?
Strategic Capital That Honors Legacy
Legacy-Driven
StrategyWe design custom financial plans that support long-term family goals across generations.Direct Investment
AccessTap into exclusive private equity, real estate, and alternative deals not available in public markets.Independent
PartnershipAs a conflict-free advisor, we focus solely on what benefits your family office.
Our Investment Banking Experts: A Distinct Advantage for Family Offices
Financial Partners for Family Offices
First Turn Capital’s investment banking professionals are highly experienced in working with family offices, well-versed in their unique investment strategies, risk tolerance, and long-term objectives. Our experts have private market expertise and are experienced in strategic and generational financial planning. We also connect family offices with institutional investors as well as exclusive investment opportunities. Most importantly, we create custom financial solutions that align with the family’s goals and legacy planning goals.
First Turn Capital Also Serves:
Let’s Discuss How First Turn Capital Can Support Your Family Office
Connect with our team to learn more about how we can help your family office structure financial transactions and manage strategic investments.
Connect with First Turn Capital Today!What makes investment banking different for family offices?
Family offices have long-term, multi-generational goals and require highly tailored solutions. Our investment banking services are designed to support complex needs—like direct investments, succession planning, and private equity transactions—while preserving the family’s capital and legacy.
Do you work with both single-family and multi-family offices?
Yes. We work with both single-family offices (SFOs) and multi-family offices (MFOs). Whether serving one family’s private business interests or managing investments for multiple families, our team structures strategic financial solutions aligned with each office’s goals.
What types of investments do you source for family offices?
We source private equity opportunities, direct investments in operating businesses, real estate deals, and select alternative assets. These opportunities are vetted for long-term value creation, capital preservation, and alignment with family investment mandates.
How do you support succession planning for family businesses?
We develop structured plans that support both business continuity and personal wealth transfer. This includes ownership transitions, exit strategies, and estate planning tools like trusts and foundations that help protect assets across generations.
What role does First Turn Capital play in real estate investment?
We help structure, finance, and execute large-scale real estate deals. This includes everything from acquisition financing and private fund creation to tax-advantaged transactions like 1031 exchanges, tailored specifically for family office strategies.
Can you help with liquidity strategies?
Yes. We assist with liquidity planning through private debt, convertible securities, recapitalizations, and secondary transactions. Our goal is to support your investment flexibility without sacrificing long-term financial goals.
What if our family office wants to invest alongside institutional partners?
We regularly facilitate co-investment strategies between family offices and institutional investors. Whether you’re seeking minority stakes or lead positions, we help identify the right partners and structure terms that reflect your risk profile and timeline.
Why do family offices choose First Turn Capital?
Family offices choose us because we understand the intersection of capital growth, legacy planning, and operational control. Our approach is highly personalized, discreet, and focused on aligning each transaction with the family’s long-term goals.
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