The Family Roundup #2

44% of clients plan to add a new provider, switch or move some proportion of assets in the next three years. 

Source: 2023 EY Global Wealth Research Report  

INSIGHTS 

FAMILY OFFICE INVESTMENT INSIGHT REPORT: GOLDMAN SACHS 

The report reveals that institutional family offices are increasing allocations to public & private equities while adding exposure to fixed income, with plans to increase allocations to fixed income, private credit, and private real estate and infrastructure. It also shows a focus on information technology and healthcare as attractive investment options. (Goldman Sachs) 

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TRENDS

FAMILY OFFICES INVESTING IN BIOTECH 

An increasing number of family offices are looking to biotech as an investment avenue due to demographic changes, technological advancements, rising costs of healthcare, and more. Despite the risks, family offices are drawn to the potential rewards. (Financial Times) 

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OPINION 

BRIDGING GENERATIONS: TALKING WEALTH

This piece offers great advice on how to talk to the next generation about wealth, engage them in the family’s legacy, and prepare them to be good stewards of the family’s assets. (Canadian Family Offices)

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INSIGHTS 

PWC: 2023 US FAMILY BUSINESS SURVEY 

PwC released its US Family Business survey, with a focus on tech, governance, and growth. It offers insights into how focusing on the health of the business and prioritizing employees and customers can help sustain trust in the brand of these family-owned businesses in the long term. 

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INSIGHTS 

UNLOCKING IMPACTFUL PORTFOLIOS 

Based on the growing trend of impact investment, this article mentions four ways to build a portfolio that can help make the most of your capital keeping in mind impact, risk, and reward. (Global Steering Group, Impact Investment) 

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