Family Office Roundup

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…

51% of surveyed family offices reported increase in fixed income allocations. Source: Citi Private Bank Global…

Is the next gen involved in your investing strategy? 39% of survey respondents say yes. …

Does your family office have a succession plan in place? 52% of family offices worldwide…

41% of surveyed HNWIs globally rated investing for ESG impact as a top priority Source: Capgemini World…