Family offices
Discreet, decision-ready advisory for family offices evaluating projects, businesses and co-investment opportunities.
Investors & capital providers
The challenge
Family offices often combine long-term capital with concentrated exposure. A single poorly underwritten project or acquisition can outweigh years of careful allocation.
Overview
How Perfomex works with family offices
Family offices investing in Kenya and East Africa may evaluate direct projects, co-investments, real estate and operating businesses — often without the internal deal teams that institutional funds maintain.
Perfomex provides confidential, independent analysis tailored to family-office decision-making: clear recommendations, practical diligence and structures that protect capital while preserving optionality.
Our engagements are designed for high-trust relationships — rigorous enough for institutional standards, flexible enough for family governance and timelines.
How we help
What we bring to the mandate
- Provide independent opportunity assessment before commitment
- Value businesses, projects and property interests
- Support co-investment diligence alongside partners or funds
- Advise on structure, governance and downside protection
- Help prepare family capital for institutional-quality processes
Typical engagements
Where work usually starts
- Confidential review of a direct investment opportunity
- Co-investment diligence alongside a lead sponsor or fund
- Valuation support for succession, shareholder or restructuring events
- Screening of real estate or infrastructure opportunities
Related services
Capabilities we often deploy
Related sectors
Where this work often sits
Related clients
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