Specialized Financial Products Tailored for Institutional Family Offices

During a closed-door forum on October 6, Agentic Funds, BTC Now, and Pogum were highlighted as firms structuring specialized financial solutions for institutionalized family offices. Agentic Funds was identified as an artificial intelligence-driven quantitative hedge fund, BTC Now as a Bitcoin structured products platform, and Pogum as a bilateral lending platform. Sam Chowdhury, founder and chief investment officer of Agentic Funds, noted that family offices seek opportunities fitting a '3L' framework of lifestyle, legacy, and liquidity.

The increasing institutionalization of family offices is driving demand for highly tailored financial products. These firms are structuring solutions to meet specific goals, such as capital preservation for older generations and real exposure to AI for younger generations.