Venture Allocation Calculator

Venture Allocation Calculator

Best practice insights for determining allocations
Estimated Family Office AUM*
Insert the total Assets Under Management for the Family Office
US basedNon-US based
First GenerationSecond GenerationThird GenerationForth Generation +
YesNo
Venture Fund Allocation
Direct Co-investment Venture Allocation
US based Family Offices
Direct Co-investment Venture Allocation
Non-US based Family Offices
Direct Co-investment Venture Allocation
No co-investment preference for US based. This is the field that goes into the paragraph below to indicate what could be allocated if there is a co-investing strategy. Leave hidden
Direct Co-investment Venture Allocation
No co-investment preference for Non-US based. This is the field that goes into the paragraph below to indicate what could be allocated if there is a co-investing strategy. Leave hidden
Total Venture Allocation
to be deleted
Total Venture Allocation
to be deleted
Total Venture Allocation
Total potential allocation
Co-investing in deals provides great direct exposure. US-based family offices with your amount of AUM, typically allocate approxiamtely {directCoinvestment92} for direct investing.
Co-investing in deals provides great direct exposure. Non-US based family offices with your amount of AUM, typically allocate approxiamtely {directCoinvestment} for direct investing.
Important Information
This calculator has been developed using surveyed data from over 520 (add CitiBank no.'s) family offices across the US and globally. The allocations are calculated using a weighted average after having considered regional asset allocations per asset category, as well as co-investment preferences.

We also note the level of risk and appetite for venture capital and direct investing is segemented across the different generations leading family offices and so we have accounted for this in these estimates.

Please note this calculator is for informational purposes only and should not be considered investment and/or financial advice.

Sources: JP Morgan Private Bank, Campden Wealth, Citi Private Bank, Deloitte, and UBS Group.
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Venture Allocation Calculator

Important Information