What is a Private Family Office?
America's wealthiest families open family offices to grow their own wealth. We opened ours to help you grow your wealth.
Private Family Office
Jason Milton
Co-Founder & CEO
Education
What is a Private Family Office?
A private family office is a dedicated organization built to manage the investments, financial affairs, and long-term wealth strategy of a single high-net-worth family.
Historically, this level of infrastructure is reserved for families with $100M to $250M or more in liquid net worth. The cost of staffing, maintaining, and operating a family office at that caliber runs into the millions annually.
Custom Capital® made it accessible through participation, not overhead.
Context
Why High-Net-Worth Investors Seek a Private Family Office
Time Constraints
Institutional CRE Experience
Access to Inventory and Financing
Life insurance companies and financial institutions have pre-approved our properties for fast closes, and individual investors benefit from our scale.
One-on-One Attention
In a fund or syndication, you are one of many. Here, you’re treated differently. Your goals, your tax situation, your risk tolerance, and your timeline shape the deal selection.
Our Platform
What is Custom Capital's Private Family Office?
Custom Capital is a private family office with a singular focus: helping investors build wealth through 100% ownership of absolute NNN commercial real estate.
We are not a fund. We are not a syndication. We do not pool capital or split profits. We match one investor to one property, and that investor becomes the sole owner of a cash-flowing commercial asset structured to generate income from month one.
Instead of building your own 50+ person team and spending millions per year maintaining it, you get access to ours.
Find
We spend $250,000+ per month finding deals you will not see on LoopNet or Crexi.
Pre-Vet
Every deal endures a 100+ checkpoint diligence process before it reaches our investors.
Acquire
Our legal and contracts team gets deals under contract in our name before you ever see them.
Finance
Our credit and lending division structures debt and equity to support your acquisition.
Transition
We facilitate a white-glove transition.
Support
Post-close, you retain access to our family office resources, advocacy, and consulting services.
How We Source
The "Best" Deals Are Found Off-Market
Merchant Developer Relationships
We maintain direct relationships with developers who build single-tenant NNN properties specifically for sale. These deals are often spoken for before construction is complete.
Longstanding Broker Relationships
Decades of transacting and a reputation for closing means brokers bring us their best inventory first, often before it is marketed to anyone else.
$250,000+ Per Month in Sourcing & Pursuit
This is not a side project. Sourcing is a dedicated, full-time operation with significant capital behind it. Every month, our acquisitions team evaluates hundreds of opportunities to surface the handful that meet our standards.
A Proven Track Record of Closing
$425M+ closed across 125+ transactions. Sellers, brokers, and developers bring us deals because they know we perform. Reputation compounds.
Investment Framework
Good, Better, Best
Not all commercial real estate deals are created equal. The way America’s wealthiest families evaluate opportunities comes down to a simple framework.
Avoid
OR
Custom Capital Standard
Short Leases
OR
Long Leases
Net Leases
OR
Absolute NNN Leases
Individual Guarantees
OR
Corporate Guarantees
No Rent Escalators
OR
Built-In Rent Escalators
Tenant Improvements You Pay
OR
They Pay
Cash Flow Later
OR
Immediate Month 1 Income
At Custom Capital, we do not waste your time with "good" deals. Our $250K/month sourcing engine and 100+ checkpoint diligence process exist for one reason: to find the "Best."
Infrastructure
Family Office Structure
Acquisitions
$250K+ per month sourcing off-market and lightly marketed deals across medical, industrial, QSR, gas station, and automotive service asset classes.
Due Diligence
Rigorous vetting through a 100+ checkpoint process backed by $10B of historical transactional experience so only the strongest opportunities reach our investors.
Transaction Management
Coordinating every moving part from offer through close, keeping timelines on track and parties aligned.
Legal & Contracts
Negotiating terms and getting properties under contract before the investor ever sees them. By the time you review a deal, it is already secured.
Credit & Lending
Structuring debt and equity through longstanding lender relationships to support your acquisition and targeted returns.
Asset Management
Ongoing oversight and support services designed to protect the asset long after the close.
Owner-Client Relations
Keeping you informed, connected, and confident at every stage, from your first call through your fifth acquisition and beyond.
Member Services
What Happens When You're Inside
Tier 1
Included With Every Acquisition
- Coordinated post-close onboarding.
- Ongoing tenant and lender awareness through our relationships.
- Proactive milestone notifications for leases, loan maturity, and disposition windows.
- Immediate notice of material events.
- Visibility during build-out and occupancy.
- Introductions to vetted professionals and trusted vendors.
Tier 2
Discretionary Support
- Emergency tenant communication.
- Lender documentation facilitation.
- Additional vendor referrals.
- Tenant issue advocacy.
- Reputation-sensitive interventions.
- Relevant market intelligence sharing.
Tier 3
Formal Asset Management
- Active tenant and lender compliance management.
- Financial reporting and performance analysis.
- Lease negotiation or execution.
- Property operations and rent enforcement.
- CapEx oversight.
- Tax, legal, or brokerage execution services.
