Family Office Roundup

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Source: EY-Parthenon Wealth and Asset Managers Generative AI Survey November 2023  (more…)

Family office investment plans for 2024? 94% are planning acquisitions.  Source:  Ocorian Outlook 2024 Report…

Source:  KKR 2023 Family Capital Survey (more…)

Source:  KKR 2023 Family Capital Survey (more…)

Source:  Ocorian Outlook 2024 Report  (more…)

Source:  Campden Wealth North America Family Office Report 2023 (more…)

61% of North American family offices report that their key concern is cyber-attacks.  Source:  Campden…

Family office sentiments on asset classes for 2024?45% are bullish on global developed investment grade…

As markets become more unsettled, 43% say protecting wealth top financial goal. Source: 2023 EY…