Family Office Roundup

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…

What is your family office’s key concern? 60% of family offices report that it’s preparing…

At what age does the next generation make their first substantial investment?  55% say between…

68% of family offices report preserving asset value as their primary concern Source: Citi Private…

How much of your portfolio is allocated to sustainable investments? 39% of family offices say…

Top sector for direct investment? 63% of family offices say technology  Source: Citi Private Bank Global…