By Stuart Pinnington, Global Head of Asset Owners
Family offices have emerged as some of the most sophisticated investment entities in the global financial landscape, blending strategic foresight with deeply personalised wealth management.
Our new whitepaper, developed in partnership with Barton Consulting, explores the origins, transformation and current landscape of both single and multi-family offices, tracing their evolution from 19th century wealth preservation vehicles to modern-day investment powerhouses.
One of the defining characteristics of family offices today is their strong bias toward alternative investments, making significant allocations to private equity, real estate and hedge funds alongside continued exposure to equities and fixed income. Through this whitepaper, we aim to provide a comprehensive overview of:
- The growth of family offices globally in terms of quantity and AUM
- How family offices tailor asset allocation to family-specific goals, risk appetites and legacy planning
- Their preferred strategies for investment, highlighting the overarching shift towards alternatives as well as variations between key regions
- Their leveraging of both direct and co-investment strategies to access exclusive opportunities and exert greater control
- How they’re embracing emerging trends, including ESG integration, digital assets and sector-specific plays in technology and healthcare
- What this all means in terms of the needs of the modern family office.
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We’d like to thank Barton Consulting for their support in bringing this report to life and hope you find it to be an interesting and useful read.
If you’d like to discuss any of the points covered in this whitepaper or find out more about our comprehensive support for single- and multi-family offices, please don’t hesitate to get in touch.
