The Family Roundup #7

41% of surveyed HNWIs globally rated investing for ESG impact as a top priority

Source: Capgemini World Wealth Report 2023 

INSIGHTS

FAMILY OFFICE CONSIDERATIONS IN SUSTAINABLE & IMPACT INVESTING

Impact investing aligns family investments with shared values, fostering collaboration and unity among members, while also recognising the increasing incorporation of sustainability factors in mainstream investing for financial reasons. This piece offers the top five insights offered by impact investing experts. (Forbes)  

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INSIGHTS

WHAT CHALLENGES DO FAMILY OFFICES FACE?

The article discusses the professionalisation of family office investment activities, their competition with private equity firms, and the importance of addressing inter-generational differences and long-term investment horizons. It also emphasises the influence of family values on investment strategies and the significance of succession planning within family offices. (FT Adviser) 

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GUIDE

WHAT NOT TO DO WHEN PITCHING TO FAMILY OFFICES

The article highlights nine common mistakes entrepreneurs make when pitching to family offices, such as overlooking competitors, denying weaknesses in the management team, focusing only on the positives, and more. (Obediah Ayton – Medium) 

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INSIGHTS

OUTSOURCING FOR FAMILY OFFICES

There is a growing trend of family offices outsourcing certain functions to external service providers. The article covers reasons why family offices choose to outsource, the types of functions they typically outsource, and the benefits and drawbacks of outsourcing. (&Simple) 

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INSIGHTS 

NAVIGATING INTER-GENERATIONAL DIFFERENCES & FAMILY DYNAMICS WITHIN A FAMILY OFFICE

The article explores the impact of inter-generational differences in investment preferences on family offices. It emphasises understanding the mindset of the next generation and adapting to emerging investment trends like fintech and clean energy. It also discusses the role of third-party specialists in facilitating collaboration among family members to ensure the family office’s long-term success. (Avy-Loren Cohen – Medium) 

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