Family Office Roundup

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Source: Capgemini World Wealth Report 2024, page 12 (more…)

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What is your family office’s biggest concern? 40% say reliance on spreadsheets.  (more…)

Source: J P Morgan 2024 GLOBAL FAMILY OFFICE REPORT (more…)

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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…)