Automate your family office

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44% of clients plan to add a new provider, switch or move some proportion of assets in the next three years.

Source: 2023 EY Global Wealth Research Report

INSIGHTS

Family Office Investment Insight Report: Goldman Sachs

The report reveals that institutional family offices are increasing allocations to public and private equities while adding exposure to fixed income, with plans to increase allocations to fixed income, private credit, and private real estate and infrastructure. It also shows a focus on information technology and healthcare as attractive investment options. (Goldman Sachs)

Family Offices Investing in Biotech

An increasing number of family offices are looking to biotech as an investment avenue due to demographic changes, technological advancements, rising healthcare costs, and more. Despite the risks, family offices are drawn to the potential rewards. (Financial Times)

Bridging Generations: Talking Wealth

This piece offers practical advice on how to talk to the next generation about wealth, engage them in the family's legacy, and prepare them to be good stewards of the family's assets. (Canadian Family Offices)

PWC: 2023 US Family Business Survey

PwC’s US Family Business Survey focuses on tech, governance, and growth. It offers insights into how prioritising employees and customers, and focusing on business health, can help sustain trust in the brand of family-owned businesses over the long term.

Unlocking Impactful Portfolios

Based on the growing trend of impact investing, this article presents four ways to build a portfolio that maximises capital impact while balancing risk and reward. (Global Steering Group for Impact Investment)