Source: J P Morgan 2024 GLOBAL FAMILY OFFICE REPORT

REPORT

J P MORGAN: GLOBAL FAMILY OFFICE REPORT 2024

Highlights include:

• Private equity (86%) is the most commonly held asset class, followed by public equity (85%) and real estate (77%).
• 76% of the surveyed family offices use one or more benchmarks to evaluate portfolio performance.
• 79% of family offices work with external investment advisors.
• 40% of all family offices report cybersecurity as a top gap.

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INSIGHTS 

DEFINING NEXT GEN SUCCESS

This episode offers insights into successfully maintaining the family office structure, choosing family office solutions and advisors best suited to your goals, and setting up the next gen for success. (Family Office Intel)

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INSIGHTS 

PREPARING FOR EXITS WITHIN FAMILY OFFICES

Turnover within family office teams is inevitable and comes with its own set of challenges. Family offices must take proactive measures to address it effectively such as succession planning, talent development, and fostering a resilient organisational culture to navigate transitions smoothly. (Canadian Family Offices)

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INSIGHTS 

RISE OF FAMILY OFFICES

The article covers the increasing popularity of family offices, offering personalised wealth management services for HNWIs. It highlights their global reach, long-term focus, and alignment with family values, while acknowledging the complexity and costs involved, making them a strategic choice for comprehensive and tailored financial management. (Tatler)

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TRENDS 

INVESTMENT IN FINE ART IN THE MIDDLE EAST

The article explores fine art investment trends in the Middle East, offering valuable insights for family offices. It highlights the growing interest in art as an asset class and the strategic considerations for investors in the region. (Forbes)

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