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Before you proceed, please take a moment to review and accept the following Terms and Conditions.
This section includes investor type descriptions for professional clients and market counterparties.
Professional client
A Professional Client is either: (i) a ‘deemed’ professional client; (ii) serviced-based professional client; or (iii) an assessed professional Client
(i) Deemed Professional Client
A person is a “deemed” professional client if the person is:
- a supranational organisation whose members are either countries, central banks or national monetary authorities
• a government, government agency, central bank or other national monetary authority of any country or jurisdiction
• a public authority or state investment body
• an Authorised Market Institution, Regulated Exchange or regulated clearing house
• a Regulated Financial Institution or the management company of a regulated pension fund;
• a Collective Investment Fund or a regulated pension fund;
• a corporate body whose shares are listed or admitted to trading on any exchange of an IOCSO member country
• trustee of a trust which has, or had during the previous 12 months, assets of at least $10 million;
• a Single Family Office licensed under the Single Family Office Regulations
• a person classified as a ‘large undertaking’ who meetstwoof the following criteria (i) a balance sheet total of at least $20 million; (ii) a net annual turnover of at least $40 million or (iii) own funds or called up capital of at least $2 million
(ii) Service-based Professional Clients
A person is a ‘serviced-based’ professional client if
- the services provided to the client is in relation to the provision of credit including arranging and/or advising on credit
• the services provided to the client relates to corporate structuring and financing such as advice relating to an acquisition, disposal, structuring, restructuring, financing or refinancing of a corporation or other legal entity i.e. takeovers, mergers and capital raising
(iii) Assessed-based Professional Clients
Assessed-based professional clients can be either (i) individuals; or (ii) undertakings
Individuals
An individual (and associated joint account holders) would be classified as an ‘assessed-based professional client’ if:
- the individual (and primary account holder, if relevant) has net assets of at least $1 million; and
• the individual is, or has been, an employee of an authorised firm or a regulated financial institution in the past two years; or
• the individual can provide evidence which demonstrates that they have sufficient knowledge and experience of relevant markets, products and associated risks
Where there is a joint account in place, the secondary account holder must obtain confirmation in writing that investment decisions relating to the joint account are made for or on behalf of the secondary account holder
Undertakings
Undertakings, which are generally not individuals, would be classified as ‘assessed-based’ professional clients if it:
- has own funds or called up capital of at least $1 million; and
• can evidence that they have sufficient knowledge and experience of relevant markets, products and associated risks
Market counterparties
A Market Counterparty is any person who is either:
- authorised firm;
• regulated financial institution; or
• professional client
Family Offices
No two family offices are the same. BlackRock partners with families, their trusted advisers and investment teams to help address the complex challenges of managing family wealth. We bring together global investment capabilities, specialist expertise and tailored solutions to support long-term objectives across generations.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Investment solutions for family offices
BlackRock offers a wide range of investment solutions for family offices to support their multigenerational risk and return objectives.
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Private markets for family offices
Family offices are increasing allocations to private markets to generate uncorrelated returns and long-term capital growth. BlackRock’s investment capabilities span private equity, private credit, infrastructure and real estate.
Hedge funds for family offices
Discover how hedge funds can help family offices diversify portfolios, manage evolving market risks and access differentiated sources of return in today's changing investment landscape.
Equities for family offices
Family offices use equity strategies to access long-term growth and sector opportunities. BlackRock combines fundamental research, systematic strategies and global insights to deliver differentiated outcomes.
Fixed Income for family offices
Fixed income remains a core portfolio anchor, supporting income generation and risk management. BlackRock offers capabilities across public and private markets, active and index strategies, and taxable and tax-exempt solutions.
ETFs strategies for family offices
ETFs can be a powerful tool for family offices to express views, manage exposures and access markets efficiently, while retaining transparency and control.
Latest insights
AI in growth equity: identifying quality and exit potential
Much of today’s equity value creation happens before companies go public. Growth equity provides access to this phase—where businesses scale and innovate. AI and alternative data are transforming how investors identify opportunities, enabling a more systematic, disciplined and transparent approach to private growth investing.
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Stay informed with Family Office Insights
Connect with us
Our team brings the convening power of BlackRock to your family office. Tap into our events to connect with peers, advisors and senior BlackRock leaders in relaxed, discreet settings that foster collaboration, broaden your network and expand your perspective.
Mohammad AlFahim
Country Head UAE, BlackRock
Bader Jalal
Middle East Institutional Client Business, BlackRock
Every family office is different
Discuss your family's investment objectives, governance priorities and portfolio challenges with our dedicated Family Office team.
Commonly asked questions about family offices
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BlackRock partners with families at every stage of their investment journey. For families navigating a liquidity event or establishing a family office, we help with capital markets access, liquidity planning, and the strategic asset allocation and governance structures needed to build strong foundations. As portfolios grow in scale and complexity, we broaden the toolset with access to private markets, hedge funds, and tactical and thematic strategies. For mature, multi-generational family offices, we focus on resilience and legacy through tailored portfolio solutions, Aladdin-powered analytics, and next generation education. Across every stage, families benefit from whole-portfolio construction, institutional research, and the breadth of our global investment platform.
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Our BlackRock Portfolio Consulting team works alongside family offices to evaluate existing portfolios, stress-test allocations, and identify areas of concentration or overlap. From there, we help design multi-asset portfolios that integrate public and private markets, balance liquidity requirements with long-term return objectives, and reflect each family's risk tolerance and generational goals. Solutions range from client-led allocations through to fully bespoke, discretionary mandates.
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Yes. Family offices have access to research from the BlackRock Investment Institute, our global think tank for economic and market intelligence, alongside our Family Office Insights series - dedicated, family office-specific portfolio construction insights, private markets research, and topical thought leadership on the mega forces shaping markets.
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Yes. Through our flagship Global Family Office Conference and a calendar of thematic events throughout the year, family office principals, investment teams, and next-generation leaders come together with BlackRock specialists and peers to exchange perspectives and discuss market trends. These forums provide a valuable opportunity to share investment approaches, hear directly from portfolio managers, and build relationships across the global family office community.
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Risk management sits at the core of everything we do. Our proprietary platform, Aladdin®, is a multi-asset risk system developed by investors for investors, giving family offices transparency into exposures, concentration, liquidity, and scenarios across complex portfolios. The result is a clearer view of underlying risks, better governance, and more informed decision-making across market environments.
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BlackRock provides access to private equity, private credit, infrastructure, real estate and hedge funds through a global alternatives platform, supported by sourcing scale and technology-driven insights.
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Family offices can access private markets through funds, co-investments and multi-asset solutions tailored to portfolio objectives and liquidity needs.
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Yes. The BlackRock Educational Academy provides training and insights to support investment decision-making and capability development.
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