Our Approach
Direct Deal Access
Family offices working with Polinvest gain access to a curated pipeline of direct investment opportunities that have been through our full due diligence and structuring process. Unlike fund structures, direct deals allow family investors to select individual transactions that match their specific sector preferences, return expectations, and ethical investment criteria. We share transaction materials under NDA and provide our internal assessment and recommendation alongside the raw deal information, enabling family investment teams to make informed decisions efficiently without duplicating the full due diligence process.
Our Commitment
Portfolio Construction Support
Many family offices seek to build a diversified portfolio of alternative investments across private credit, private equity, and real assets but lack the internal resources to originate and manage a large number of individual positions. We work with family office investment teams to design a portfolio construction approach that matches their target allocation, risk appetite, and liquidity requirements, then provide access to transactions and fund vehicles that populate that portfolio efficiently. Our co-investment platform gives family offices the scale benefits of a larger institutional investor while retaining the flexibility and decision-making speed that characterises family capital.
Why Family Offices Work With Us
Our Proposition
Institutional Deal Quality
Every deal shared with family office clients has been through the same due diligence and structuring process that we apply for our institutional fund investors. You are not receiving second-tier deal flow, you are accessing the same pipeline, with the same quality of analysis, as the largest institutional investors in our network.
Flexible Ticket Sizes
We can accommodate family office participation at ticket sizes from USD 500,000 upwards in direct deals and co-investments. For fund vehicles, minimum commitments depend on the specific fund's terms. We work to structure each transaction so that family offices can participate at sizes that are meaningful to their portfolio without being required to take positions that concentrate risk.
Confidentiality and Discretion
We understand that family offices place exceptional importance on confidentiality. All information shared by family office clients, including their identity, assets under management, and investment preferences, is treated with the utmost discretion and is not shared with any third party without explicit consent.
FAQ
Common Questions
Does Polinvest accept single-family offices as well as multi-family offices?
Yes. We work with both single-family offices managing the capital of one family and multi-family office platforms that serve multiple client families. The investment process and deal access are the same in both cases.
Can family offices invest in currencies other than USD?
Many of our transactions are denominated in USD. We can sometimes accommodate local currency investment for family offices based in markets where our transactions operate, but this is subject to lender and borrower agreement and is assessed case by case.
How frequently does Polinvest share new deal opportunities with family office clients?
The frequency depends on the pace of our transaction pipeline. In active periods, we may share two to four new opportunities per month. Clients set their sector and minimum ticket size preferences at the outset so that we only share relevant opportunities, respecting the time constraints of family investment teams.
Family Office Investment
The Unique Characteristics of Family Capital
Family offices occupy a unique position in the investment landscape. Unlike institutional investors constrained by mandate boundaries, regulatory requirements, and board governance, family offices can be genuinely flexible, in asset class, geography, ticket size, and investment structure. This flexibility, combined with the long-term perspective that characterises family capital, makes family offices ideal partners for the type of alternative investments that Polinvest arranges. We have developed our services specifically to serve family offices well, not as a product that was designed for institutions and adapted for family investors, but as a genuinely tailored offering that recognises the specific characteristics of family capital.
Legacy and impact considerations are increasingly important to family investors, particularly across generational transitions. The second and third generations of family wealth often bring a stronger interest in impact, sustainability, and purposeful investment than the generation that created the wealth. We see this as an opportunity to deepen our family office relationships by connecting family values to transaction quality. Many of the infrastructure, agribusiness, and healthcare transactions we arrange in emerging markets deliver clear development impact alongside attractive financial returns, a combination that resonates strongly with the next generation of family investors.
Confidentiality is not just a preference for family offices, it is a fundamental requirement. Family offices do not want their identities, assets under management, or investment activities to be known beyond their immediate team and trusted advisers. We build this expectation into every aspect of our engagement: we do not reference family office relationships in marketing materials, we do not share family office identities with other investors or borrowers, and we maintain strict information barriers within our own team. This commitment to discretion is as important as any investment quality metric in our family office relationships.
Family Office Due Diligence
How We Support Your Assessment Process
Family offices vary significantly in the depth and formality of their investment processes. Some operate with large, professional teams that conduct rigorous independent due diligence on every transaction. Others rely more heavily on the assessments of trusted advisers and focus their own review on strategic fit and relationship quality. We are comfortable working with family offices at either end of this spectrum and adapt our level of documentation, briefing, and accessibility accordingly.
For family offices that choose to conduct independent due diligence alongside our own, we provide full access to all transaction materials and facilitate management meetings, site visits, and third-party adviser discussions. We want family investors to make fully informed decisions, and we are never defensive about our own analysis being challenged, a challenge that improves the quality of the transaction benefits all participants. Where independent due diligence identifies issues we had not fully considered, we incorporate the findings into our own assessment and may adjust our recommendation accordingly.
For transactions where a family office is participating alongside institutional co-investors, we manage the dynamics of a mixed syndicate carefully. Institutional investors sometimes have concerns about participating alongside family capital, and vice versa. We address these concerns proactively by ensuring that the terms of participation are the same for all syndicate members, that information is shared consistently across the group, and that decision-making processes are fair and transparent. Our role as arranger includes managing these syndicate dynamics, not just the financial structure of the transaction.
Polinvest Capital
Submit Your Project Today
New, existing, and stalled projects are all considered. Our team reviews every submission and responds within five business days.
All projects considered
New, existing, or stalled, we evaluate every submission on merit.
5-day response commitment
Our origination desk responds to every submission within five business days.
$500M– $3.5B available
Active capital across syndicated, project finance, equity, and infrastructure facilities.