The Family Office Roundup #30

INSIGHTS

WHERE ARE UNHWIS INVESTING? 

UHNW investors are focusing on primary and secondary homes, equities, and commercial properties. They also invest in private equity, venture capital, luxury items, and AI technologies through ETFs. Younger investors show a growing interest in sustainability and property investments. The article also lists funds with five-star ratings on Morningstar’s list of infrastructure ETFs. (Business Insider) 

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INSIGHTS

THE EVOLUTION OF FAMILY OFFICES 

The article contrasts historic multi-generational family offices and first-generation family offices, highlighting the former’s stability, diversified portfolios, and succession planning versus the latter’s agility and innovative strategies. It emphasises understanding these differences to tailor effective strategies for specific family needs. (Giles Graves, Campden FB) 

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INSIGHTS 

3 P’s OF FAMILY OFFICE CULTURE 

The article emphasises the importance of establishing a clear purpose, nurturing the right people, and creating effective plans to foster a positive and productive family office culture. Purpose provides direction, aligning everyone with the office’s mission. Focusing on people ensures that team members are motivated, and their needs are met. Comprehensive planning addresses decision-making, communication, and strategy execution, enabling the family office to achieve its goals efficiently (Joseph Milano, Forbes) 

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INSIGHTS 

GIVE BEFORE YOU GET: THE PSYCHOLOGY OF FAMILY OFFICE INVESTING 

The article emphasises patient capital for long-term investments and the importance of trust and relationships in securing investments. It highlights opportunities in sustainable real estate and impact investing, advocating for a “give before you get” approach to build trust. (Ronald Diamond on LinkedIn) 

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ASORA BLOG 

THE BENEFITS OF AUTOMATED REPORTING WITH FAMILY OFFICE SOFTWARE

Automated reporting with family office software enhances efficiency, accuracy, and data security. It reduces time spent on manual tasks, minimises errors, integrates data from multiple sources, and improves decision-making with real-time insights. 

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