Family offices can appear in a transaction in different capacities: as business owners, corporate counterparties, strategic relationships or sources of sector and market knowledge.
Relationship first. Role second.
Where we engage with a family office, the nature of the relationship should be explicit. A conversation about an operating business, a corporate situation or a principal transaction is different from providing investment advice, managing assets or marketing a fund.
Nocturnal does not use this public website to offer discretionary mandates, portfolio management, fund interests or personalised investment recommendations to family offices or any other person.
Relevant situations
- Family-owned business succession or strategic transition
- Corporate or real-asset situations connected to an operating business
- Introductions to owners, advisers or industry specialists
- Transaction-specific relationships where each party acts on its own account and receives its own advice
Any investment-related arrangement, if contemplated, would require separate legal analysis, documentation and confirmation that the activity is lawful for the relevant parties and jurisdictions.