The Family Roundup #9

Is the next gen involved in your investing strategy? 39% of survey respondents say yes. 

Source: Goldman Sachs Eyes on the Horizon – Family Office Investment Insights

INSIGHTS

WHAT YOU NEED WHEN STARTING A FAMILY OFFICE

This article considers the seven different steps when starting a family office. From defining the purpose to preserving family harmony, this piece dives into what makes for a strong family office. (Forbes) 

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INSIGHTS

FOUR FACTORS DRIVING GROWTH IN FAMILY OFFICE WEALTH TECH

The article discusses how digital transformation, demand for customised solutions, increased regulation & compliance, and data analytics & insights going mainstream are the four primary drivers for growth in family office wealth tech. (Forbes)  

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TRENDS

INVESTMENTS IN PRIVATE CAPITAL MARKETS

The trend towards increased investment in private capital markets is propelled by factors like higher yields, growing numbers of affluent individuals, and a significant transfer of wealth between generations. Despite potential challenges, private capital markets are poised to continue thriving, driven by factors such as institutional fund allocation, sustained interest from family offices, and the pursuit of higher returns and diversification by investors. (EY)

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INSIGHTS

FAMILY OFFICES REGAIN RISK APPETITE

Family offices are showing greater investment activity as economic worries subside and embracing more risk, according to a Citi Private Bank report. In APAC, family offices are allocating less cash, favouring high-quality fixed income investments, while global equities, particularly in the technology sector, have performed well. (The Asset)

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INSIGHTS

THE FAMILY OFFICE BOOM IN AUSTRALIA

Australia has seen a surge in the establishment of family offices over the past decade, driven by its strong economic growth and increasing wealth among affluent families. The article informs that despite economic challenges and a gender diversity gap, Australian family offices remain prosperous, with well-compensated CEOs and a focus on succession planning. (Australian Financial Review) 

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