Inteligencia
Peer Intelligence
You Can't Buy Elsewhere
The most valuable intelligence is what peers with real skin in the game actually do — not what advisors recommend. Orbis Privé distils collective member wisdom into curated, proprietary formats.
The Orbis Brief
Weekly member newsletter: the most valuable conversations, curated and summarised. Available to members and waitlist.
Annual Capital Allocation Study
Proprietary survey of member portfolios. Anonymous, aggregated data on what principals actually allocate. Published annually.
Private Equity Perspectives
Quarterly analysis of PE market conditions, co-investment opportunities and secondaries. Member-contributed.
Succession & Legacy Report
Annual study on family office governance, succession planning and legacy strategy from member experience.
RECENT INTELLIGENCE
2025 Capital Allocation Study
How 28 Orbis Privé members allocate across asset classes. Breakdown by geography, age and NW bracket.
Succession Planning: Member Perspectives
Real frameworks from members who have navigated multi-generational wealth transitions.
The Orbis Brief — Issue 12
This week: PE secondaries, family office governance, the Lisbon retreat recap.
Alternative Investments: A Member Guide
Private equity, private credit and real assets — explained by members who invest in them.
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The Orbis Brief
Weekly peer intelligence for principals navigating wealth. Free preview available.
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