• Family offices are the most bullish they've been in years🔍
• FAMILY OFFICES ARE BACK🔍
• Family Offices as Potential Capital Partners🔍
• 2024 Global Family Office Report🔍
• Family Office Portfolio Construction🔍
• Family offices look beyond stocks for higher return🔍
• Family Offices 2024🔍
• UBS Global Family Office Report 2024🔍

Family offices are the most bullish they've been in years, survey says

Nearly all family offices, 97%, expect positive returns this year, and nearly half expect double-digit gains, according to Citi Private ...

FAMILY OFFICES ARE BACK: RENEWED BELIEF IN TECHNOLOGY

According to a PwC survey , 80% of family offices hold investments in key areas such as fintech, SaaS, and generative AI. UBS data reveals that ...

Family Offices as Potential Capital Partners

Back to main menu. Research & Analytics · Active Adult · Debt and Equity Capital · Market Trends · Middle Market; Senior Housing Back to ...

2024 Global Family Office Report | J.P. Morgan Private Bank U.S.

Family offices seek simplicity, flexibility, ability to adapt · Asset allocation trends. The average portfolio targets a return of about 11%, and maintains a 45% ...

Family Office Portfolio Construction: Balancing Tradition ... - Forbes

Among those who do, the median return target was 8%. Establishing appropriate benchmarks for diverse, customized portfolios can be challenging.

Family offices look beyond stocks for higher return, less volatility

Family offices are looking beyond the stock market for higher returns, new report finds ... Large family offices have nearly half their ...

Family Offices 2024: Adjusting to Post-Inflation Markets

Our model portfolios add marginal risk-adjusted return to what the average family office has achieved historically, in our view. • For First and Second ...

UBS Global Family Office Report 2024: balance is back

The 2024 survey showed that family office portfolios moved back to a greater balance between bonds and equities. Possibly adjusting for a world ...

Family Offices' 10 Favorite Investments for 2024 - ThinkAdvisor

Portfolio Diversification. Just as balanced portfolios appear to be back in favor among family offices, so too does active management in an ...

Global Family Office Report 2024 - UBS

Learn about the actions of family offices in the world's most comprehensive study of its kind.

Insights from the Family Office Operational Excellence Report 2024

On a positive note, more than two thirds of family offices have taken a number of measures to minimise operational risks. These include back ...

Family Offices Pull Back from Private Credit Amid Shifting Market ...

Despite a challenging fundraising environment, private credit funds are stepping up efforts to attract the ultra-wealthy, yet family office ...

Family Office startup investments worldwide 2023 - PwC

... family office-backed investments in startups worldwide. However in 2022 the share of club deals slipped back to its level in 2020, at 89%.

Family offices get back to their roots with club deals | Northern Trust

The Family. Office Exchange's 2018 Global Investment Survey found that family offices had nearly the same allocation to private equity funds and direct ...

Why Family Offices and Independent Sponsors could be the perfect ...

back Offices. Find out where we operate from various locations across ... Family Offices and Independent Sponsors: Could they be a perfect match?

Goldman Sachs Releases 2023 Family Office Investment Insight ...

This speaks to family offices' return hurdles, sophistication and multi-generational investment horizons, along with the higher potential ...

Family Office – Preparing for a New Regulatory Landscape and ...

It would significantly scale back previous exceptions made for family offices under the Investment Advisor Act of 1940 and section 409 of the Dodd-Frank ...

Family Office Technology: Key Services & When to Outsource

Creating an efficient back office for your family office · Managing its myriad responsibilities requires a deliberate, thoughtful approach — and technology ...

THE NORTH AMERICA FAMILY OFFICE REPORT 2023

Despite challenging environments in 2020 and 2021, North American family offices (NA FOs) were able to (on average) realize a 15 percent annual return on their ...

Family Offices Return to Their Roots | Middle Market Growth

Kristi Kuechler is managing director of the investor market for the Family Office Exchange (FOX), a 29-year-old organization that provides ...