Pooled Investment Vehicles for High Net Worth Families

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Pooled Investment Vehicles for High Net Worth Families

Inspired by a conversation on:

How I Invest with David Weisburd

How I Invest with David Weisburd

E214: Inside Look into a $14B Multi-Family Office

Host: David Weisburd

Timestamp: 00:14:27 - 00:15:20

Listen to Episode • View Podcast • All Ideas from How I Invest with David Weisburd

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Direct Quote

"We have pooled vehicles. We've done seven vintages of pooled vehicles in private markets that are all fee-free and carry-free to our clients."

Market Gap

High net worth families struggle to access exclusive private market opportunities.

High net worth families often face barriers to entry in private markets due to high minimum investment requirements and complex fee structures. This limits their ability to diversify their investments and gain access to top-performing funds. Many larger investment firms charge significant fees, which can eat into returns. Families with substantial assets may wish to invest in private equity, venture capital, and other alternatives but may be deterred by the economic burden of these fees and limited slots available in sought-after funds. Thus, without a tailored solution, these families may miss out on lucrative opportunities.

Summary

The business idea is to create pooled investment vehicles specifically designed for high net worth families, allowing them to invest in private markets without the burden of fees and carry costs. These vehicles could aggregate investments from multiple families to meet minimum requirements, thereby providing access to exclusive funds that individual investors cannot typically enter. This structure offers a fee-free and carry-free investment option, thereby maximizing returns for families. By leveraging pooled capital, families can negotiate better terms and access deals that are otherwise inaccessible. The target audience would be ultra-high-net-worth families seeking efficient private market investments without the complexities of traditional investment management.

Categorization

Business Model
Marketplace
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
6-12 months
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$10,000 - $20,000 MRR
Moderate (Most Likely)
$20,000 - $50,000 MRR
Optimistic
$50,000 - $100,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.4/10
Found on September 17, 2025 • Analyzed on September 17, 2025 4:27 PM

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