Single & Multi Family Offices
Tailored Solutions for Complex Needs
At Kapnative, we understand the unique challenges family offices face: preserving and growing wealth across generations. That’s why we provide flexible, modular solutions designed specifically around your needs.
Our platform streamlines workflows, enhances transparency, and gives you access to a curated universe of private market investments. Whether you’re diversifying capital, exploring new asset classes, or strategically managing existing family wealth, our technology and services are here to support you every step of the way.
With Kapnative, you gain more than a platform — you gain the ability to make better decisions, scale with efficiency, and act as a trusted advisor to families, guided by transparency and trust.
Research & Due Diligence
From sourcing and screening to education and portfolio construction, we deliver rigorous investment and operational due diligence to help you make informed decisions with confidence.
We provide you with technology that makes private market investments transparent and comparable – with performance models such as PME 2 and our AI Due Diligence Agent for well-founded, efficient decisions.
Managed Accounts
Structured investments made simple through professionally managed accounts that reduce complexity and support scalable implementation for advisors.
Invest
Family offices face the challenge of preserving wealth across generations while at the same time seizing new opportunities. With Kapnative, you gain access to a broad spectrum of private market investments – from private equity and private credit to real assets and multi-asset solutions.
Our curated selection is designed to meet your specific goals – whether growth, recurring income, diversification, or capital preservation. We provide institutional-quality investments with transparent cost structures, seamless execution, and smooth integration into your existing wealth strategy.
Private market investments – from private equity and private credit to infrastructure and real assets – have long been a core component of many family offices. However, direct investments have shown just how high the complexity, risk, and operational effort can be.
With Kapnative, you gain access to curated institutional-quality funds, combined with due diligence, transparent structures without a “double fee layer,” and optimized processes. In addition, our AI Due Diligence Agent enables analyses that go beyond our own deal flow – for independent, well-founded decisions.
Within the framework of Separate Managed Accounts (SMAs), we can also assume responsibility for portfolio construction and implementation where required — reducing operational burdens, safeguarding strategic control, and supporting the sustainable growth of family wealth across generations
Working with Kapnative
How can you use Kapnative?
With Kapnative, family offices gain access to vetted funds, intelligent support in due diligence, and full transparency across both existing and future investments.
Our services cover the entire private markets lifecycle: from curated access to institutional-quality products, to the AI Due Diligence Agent – extending your analytical capacity like an outsourced CIO – and the AI Private Markets Reporting solution, which consolidates data across custodians and vehicles, automates reporting, and provides clear, audit-ready insights into your portfolio’s development.
This way, we don’t just deliver products, but a truly end-to-end solution that simplifies your daily work, enhances decision-making, and future-proofs your family office.
Whether you simply select from our curated universe of vetted products or opt for a Separate Managed Account (SMA) for full portfolio construction and implementation, we help you make confident, well-informed decisions.
Our AI Due Diligence Agent extends your analytical resources, delivering independent assessments and supporting you like an outsourced CIO in selection, portfolio construction, and decision-making.
Our digital reporting evaluates all holdings through quarterly reports, enabling you to precisely track the development of your portfolio at any time.
YOUR BENEFITS AT A GLANCE
Why clients choose Kapnative…
Access
to leading fund managers across six asset classes – independently vetted to strengthen your portfolio for the long term.
Reporting
on all your investments – from historical performance to future planning (including liquidity planning) – with clear analyses for well-informed decisions.
Due Diligence as a Service
Expand your analytical capacity with our AI Due Diligence Agent – for deeper insights and better decisions beyond the Kapnative deal flow.
Performance Modeling
