Source:  KKR 2023 Family Capital Survey

REPORT 

KKR 2023 FAMILY CAPITAL SURVEY 

Highlights include:  

• CIOs plan to increase exposure to Private Credit, Infrastructure, and Private Equity in 2024.  
• 93% of respondents cited growing assets for future generations as a focus for their portfolios. 
• Over 40% identified geopolitics as the most important risk today, with inflation next at 25%. 
• 70% of CIOs want to enhance performance analytics to drive better outcomes. 

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INSIGHTS 

WHY SELL YOUR COMPANY TO A FAMILY OFFICE

Founders exploring sale options for their company may consider venture capital and private equity firms, but family offices offer another avenue. Benefits of selling to FOs include flexibility in deal structures, access to industry expertise, flexible investment horizon, and an environment where both company culture and partnerships are valued. (Next Sparc) 

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INSIGHTS 

FUTURE OF SUSTAINABLE INVESTING FOR FAMILY OFFICES 

Exxon Mobil’s response to climate-related proposals shows shifts in sustainability and impact investing. Family offices must adopt a global outlook, understand cultural differences, navigate regulatory landscapes, and maintain focus despite shifting perspectives, and consider relevance of sustainability in investment decisions. (Francois Botha for Forbes) 

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INSIGHTS 

FAMILY OFFICES’ MISTAKES IN REAL ESTATE INVESTMENTS 

This ongoing five-part series covers the biggest mistakes family offices make in their real estate investments. From Limited or No Operator Evaluation and Due Diligence to Cost Concerns and Not Focusing on the Real Estate Fundamentals, the series offers case studies and answers to pressing questions on real estate investments for family offices. (DJ Van Keuren on LinkedIn) 

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TRENDS

AI CAN REDUCE FAMILY OFFICE PAPERWORK 

AI is expected to streamline operations, automate paperwork for investments, and enhance efficiency. This will help staff focus more on analysis, improve decision-making with real-time data, and integrate disparate systems. In the future, it will help interpret data to make informed investment decisions. (Abby Schultz for Penta) 

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