The Filter for Family Offices

Better deal flow for family offices. Already filtered by family offices.

We source private-market opportunities through a long-standing network of family offices, GPs, and operators — focusing only on those that have already attracted sophisticated family-office capital. We then screen each one against your mandate, conduct our own diligence, and stay involved long after the investment is made.

Schedule an Introduction
20 Years
Inside the Family Office Ecosystem
300+
Family Offices Advised
Global
Network of Families & Operators
The Problem
Family offices don't have a deal-flow problem. They have a deal-flow quality and filtering problem.

The inbox is full. Sponsors, placement agents, intermediaries, and well-meaning introductions arrive daily. Too much deal flow, too little of it worth the family office's time.

What's scarce isn't opportunity — it's a trusted, independent filter that knows the family's mandate, screens without an agenda, and only surfaces what genuinely warrants attention.

The Filter

Every opportunity we surface is one another family office has already backed.

That is the filter. Before a deal reaches your desk, sophisticated family-office capital has already diligenced it and committed. We're not another source of deal flow — we're the filter.

The Approach

We work for the allocator — not the investment sponsor.

Englewood sits on the family office's side of the table. Five principles govern every engagement.

I
Network
Long-standing relationships across family offices, GPs, operators, and investment professionals — built over nearly two decades, not bought.
II
Validation
Opportunities have already attracted capital from sophisticated family offices before they ever reach your desk.
III
Diligence
We independently evaluate every opportunity rather than simply passing along an introduction. Our work product is analysis, not a forwarded deck.
IV
Alignment
We represent the family office and its investment objectives. Our model is designed to align Englewood's interests with the families we serve.
V
Continuity
We remain involved after the investment is made — monitoring managers, tracking performance, and staying in the portfolio conversation.
Engagements

Built around the investment mandate.

Core
Investment Access & Advisory
  • Curated deal flow
  • Manager and fund sourcing
  • Direct investments
  • Co-investments
  • Real estate opportunities
  • Investment diligence
  • Portfolio monitoring
  • Investment committee support
Extended Family Office Network

Where a family needs capabilities beyond the investment mandate — trust and estate coordination, household and property management, next-generation education, concierge services — we introduce vetted specialists from our network rather than staffing them in-house.

The Team
The Englewood Team
Family Office Specialists

The Englewood team has spent nearly two decades inside the family office ecosystem, working with more than 300 family offices globally. Englewood was built around a problem we saw repeatedly: family offices don't need more deal flow — they need a better filter.

The firm exists to be that filter: sourcing through a network built over twenty years, surfacing only what other family offices have already backed, and staying accountable to the family long after the wire clears.

Almost 20 years working directly with family offices at firms like Northern Trust.
Begin the Conversation

One conversation is usually enough to know if we fit.

Schedule an Introductionjon@englewoodsp.com