Global E-Commerce Market → $8.1T by 2026TikTok Shop GMV Growing 300% Year-on-YearAI-Native Brands: 40% Lower Customer Acquisition CostDTC Brand Exit Multiples: 4–8× Annual RevenueFamily Offices Collectively Manage $6.4 TrillionPE Fund Average IRR Compressed to 12–14%Direct Investment Allocations Up 34% YoYSocial Commerce CAGR: 28% Through 2028Shopify GMV on Pace to Surpass $300B in 2026AI Supply Chain Optimization: 30% Cost ReductionGlobal E-Commerce Market → $8.1T by 2026TikTok Shop GMV Growing 300% Year-on-YearAI-Native Brands: 40% Lower Customer Acquisition CostDTC Brand Exit Multiples: 4–8× Annual RevenueFamily Offices Collectively Manage $6.4 TrillionPE Fund Average IRR Compressed to 12–14%Direct Investment Allocations Up 34% YoYSocial Commerce CAGR: 28% Through 2028Shopify GMV on Pace to Surpass $300B in 2026AI Supply Chain Optimization: 30% Cost Reduction
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Insights

Research on Family Office Direct Investing

Analysis on fee structures, alternative asset classes, and what we are learning building AI-native e-commerce brands for family offices, grounded in public data and named sources.

Direct Investing· 7 min read

Family Office Direct Investing vs. Private Equity: The Real Fee and Control Comparison

A plain breakdown of what the traditional 2-and-20 private equity fee structure actually costs a family office over a fund's life, and what direct investing changes about control, transparency, and exit timing.

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Market Thesis· 6 min read

Why E-Commerce Is Becoming a Core Alternative Asset Class for Family Offices

The structural reasons e-commerce brand ownership has moved from a niche operator play to a genuine allocation category for family offices seeking uncorrelated cash flow.

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Fee Structure· 5 min read

What Family Offices Get Wrong About Alternative Investment Fees

Family offices allocate 30 to 50 percent of assets to alternatives, well above institutional norms, yet the most common fee mistakes are structural, not headline numbers.

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Market Thesis· 6 min read

The Great Wealth Transfer Is Already Reshaping Family Office Allocations

As control passes to next-generation principals, family office portfolios are shifting toward alternatives faster than most allocation models have caught up with. What the data shows, and what it means for direct investment specifically.

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Market Thesis· 5 min read

TikTok Shop by the Numbers: What the Data Shows About the Newest E-Commerce Channel

TikTok Shop US sales are projected at $23.4 billion in 2026. A look at the platform-reported discovery and growth data behind why this channel has become a real allocation consideration, not just a marketing trend.

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Region: UAE· 6 min read

Dubai Family Offices and Direct-Owned E-Commerce: The DIFC Opportunity

DIFC family office registrations are growing sharply and Gulf allocators are actively reallocating toward alternatives. Direct-owned e-commerce brand investment remains a largely untapped part of that shift.

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Region: UK· 5 min read

UK Family Offices and the Direct-Owned Consumer Brand Opportunity

UK family offices are not required to be FCA-regulated when investing their own capital, which removes a real structural barrier to direct-owned e-commerce and consumer brand investment that fund structures do not have.

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Fee Structure· 6 min read

Beyond 2-and-20: Profit-Share and Success-Fee Models for Family Office Operating Investments

The 2-and-20 structure charges a fee whether or not capital produces a return. A profit-share and success-fee model, charged only on results, is a structurally different proposition worth understanding on its own terms.

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