Navigating Wealth, Together
Empowering Families Through Education and Resources
First Trust’s Family Office Practice offers a tailored platform designed for a select network of families and ultra-high-net-worth individuals, providing access to private investment opportunities. We believe that successful private investing starts with education and research, and we are committed to providing the resources families need to make informed decisions.
The Family Office Practice team within First Trust is comprised of alternatives specialists who provide comprehensive support to navigate the complexities of private investing. Together they leverage the institutional capabilities of a robust, in-house private investment team and the alignment of strengths made available through First Trust Capital Management L.P. (FTCM) and First Trust Portfolios L.P., and through working with private investment firms.
- Access to a network of vetted investment opportunities and managers.
- Comprehensive support to navigate the complexities of private investing.
- Institutional level resources.
- Co-investment opportunities.
- Dedicated research team.
- Networking, education, and thought leadership events.
Comprehensive Approach to Private Investing
First Trust’s Family Office Practice offers a comprehensive and enriching experience addressing not only financial goals but also the broader, non-financial aspects of private investing. Together, these elements create a holistic approach that seeks to provide both financial growth and meaningful connections that extend beyond the balance sheet.
