Family offices have complex investment requirements, and no two are alike. BlackRock Family Capital provides tax-aware investment solutions and private-markets access exclusively dedicated to family offices. We work alongside your team to address complex challenges and implement strategies designed to support multigenerational objectives.
Family Capital
Investments & portfolios
We design and manage multigenerational portfolios optimized for after-tax risk and return, drawing on our deep expertise in private markets.
Thought leadership
Our timely insights help you identify emerging opportunities and position your portfolio for evolving market environments.
Connectivity
We host events globally to connect Family Capital clients with peers, industry experts and top BlackRock executives and portfolio managers.
Investments & portfolios
As one of the only independent asset managers with tax-aware solutions across public and private markets, we are uniquely suited to help family offices achieve their multigenerational risk and return objectives.
Tax alpha
We believe that SFOs need to take a holistic approach to portfolio construction one that transcends pre-tax investing and goes beyond simply substituting more tax-efficient strategies.
As the only major asset manager that provides after-tax return assumptions, BlackRock Family Capital specializes in tailoring portfolio recommendations to specific situations, reflecting the tax impact for each investor in the context of a family s overall financial ecosystem.
In a new paper, we present six real-world case studies that highlight how our After-Tax Wealth Strategies Team was able to help family offices create solutions for some complex scenarios that many SFOs face at some point.
Download the paper to see how we engaged with each SFO and to learn more about how we help family offices analyze risk, tax liability, liquidity, and more.
Tax alpha case study
Problem
A new family office CIO took the helm of a $2B portfolio, with more than half of the value tied up in a single stock from a previous acquisition. She needed to reduce concentration risk while minimizing the tax burden of any stock liquidations.
Action
We evaluated multiple strategies, including options, loss-harvesting separately managed accounts (SMAs), exchange funds, and charitable contributions, quantifying their impact on risk and taxes over time. Some solutions offered immediate risk mitigation while others provided tax relief and gradually reduced risk.
Resolution
The CIO assessed the trade-offs and implemented a tailored strategy. She offset some risk upfront with options, then reduced taxes with a multi-year liquidation plan aligned with losses generated by a tax-loss harvesting long/short SMA.
Risk management
Family Capital helps families navigate complexity with Aladdin® powered risk analytics that model entire wealth ecosystems—including operating businesses—to build more resilient, tax aware portfolios. We work across public and private markets to optimize after tax risk and return.
Alpha with alternatives
As a top tier alternatives manager, BlackRock delivers differentiated private markets access—from private credit and infrastructure to systematic strategies—supported by eFront®’s end to end due diligence and monitoring platform to help families simplify and enhance alpha opportunities.
Thought leadership
Family Capital thought leadership is centered around three pillars: improving after-tax returns, delivering investment insights from our most senior leaders, and sharing peer analysis that highlights how family offices are meeting the challenges of today’s market environment.
Connectivity
The Family Capital 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.
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Commonly asked questions about Family Capital
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Putting to work the hard-earned savings of people and institutions around the world in global markets.
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