Automate your family office

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62% of family offices globally reported that their purpose is wealth preservation

Source: The 2023 Global Family Office Compensation Benchmark Report

INSIGHTS

Global Family Office Report: UBS

The report shows that family offices are increasing allocations to hedge funds, developed market fixed income, and emerging markets equities. Geopolitics is their top concern, leading to a diversification in regional investment preferences. However, there is room for improvement in areas such as succession planning and risk management, including cybersecurity controls. (UBS)

2022–2023 Global Family Office Report: BlackRock

The report reveals that family offices are adapting their approach due to inflation and geopolitical concerns. They are increasing portfolio reviews, seeking external input, and placing emphasis on fixed income, private credit, and infrastructure investments to navigate the evolving market landscape. (BlackRock)

How to Sustain Generational Wealth

The article explores how governance and succession planning can help preserve wealth across generations and ensure competent leadership. It also highlights how external experts and professionalised processes contribute to the success and longevity of family offices. (Forbes)

Global Family Office Compensation Benchmark Report: KPMG & Agreus

Family offices are implementing long-term compensation structures and talent retention strategies. They are diversifying investments and considering the potential impact of a recession. This strategic approach helps navigate uncertain times, ensuring sustainability and success for future generations. (KPMG & Agreus)

2023 APAC Family Office Report: Preqin

The report identifies inflation, rising interest rates, and geopolitical tensions as key concerns. It highlights APAC family offices’ growing interest in alternative investments, such as private debt and hedge funds, while revealing caution towards real estate and private equity. (Preqin)