AIF Due Diligence: The 20-Point Framework Used by Global Family Offices

Most HNIs look at returns first. Global family offices look at process first. AIF success depends less on past performance and more on the strength of its governance, risk systems, and manager quality.

A world-class due diligence framework includes:
• Track record across cycles
• Manager commitment (skin in the game)
• Team depth and tenure
• Independent valuation quality
• Portfolio concentration and liquidity
• Underwriting philosophy
• Stress-test results
• Use of leverage
• Compliance history
• Capital call discipline
…and 10 other institutional-grade checks.

For serious investors, due diligence is not optional. It prevents surprises, identifies red flags early, and creates alignment between investor expectations and fund capability.

Truvest Insight:

Returns matter. But how those returns are created matters more.

Disclaimer:

Educational only. Not investment advice.