Research
Demographics, Market Complexity are Changing Family Offices
As family offices grow, new offices and next-generation principals may require more cash, more education, Bank of America research found.
Tag: Family Offices
Asset Allocation
Family Offices Shift Focus to Global Developed Equities
Investment managers also plan to significantly boost their holdings in hedge funds and private equity, according to Citi Wealth research.
Asset Allocation
Family Offices Are Hungry for Direct Investments, Private Equity, per Report
But they have little appetite for private credit and hedge funds.
Alternatives
Family Office Investors Attracted by Flexibility, Tax Advantages of Direct and Co-Investments
Interest in alternative investments remains strong, but family offices are taking a more disciplined approach to the asset class.
Research
Key Metrics About Family Offices and Their Strategies
Data from J.P. Morgan Private Bank offer a glimpse into the people in and investment priorities of family offices around the world.
Market Moves
Family Offices Face a Turning Point
With one-third of family offices expecting to transfer control in the next five years, a new generation will enter the business.
Asset Allocation
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Technology
For Family Offices, AI Is Both an Investment Theme and an Operational Test
Adoption of artificial intelligence tools and investments are rising across family offices.
Asset Allocation
Family Offices Growing in Number, Size
Expansion can warrant professionalization and put offices in competition for personnel with asset managers and institutions.
Market Moves
How Will Upcoming Mega-IPOs Impact Family Office Formation and Growth?
The upcoming public offerings of SpaceX, OpenAI and Anthropic are set to result in an increase in demand for family office services and in possible shifts to how these funds invest.
Newsmakers
Illinois Treasury CIO Joe Aguilar Departs for Multi-Family Office
Aguilar will serve as vice president and CIO of Market Street Trust Co.
Asset Allocation
Family Office Demand for OpenAI, Anthropic, SpaceX Equity Rises Ahead of Public Listings
Despite high interest for pre-initial public offering access, questions remain about the validity of access gained through special purpose vehicles.
Newsmakers
Northern Trust Wealth Management Names Family Office CIO
Beata Kirr will oversee investment strategy for the firm’s global family office unit.
Asset Allocation
Family Office Priorities Shift Amidst Generational Transitions
Younger generations are developing investment strategies that differ from those of office founders, according to a report from Ocorian.
Newsmakers
AlTi Global Names CIO Nancy Curtin as Interim CEO
The $93 billion multi-family office is planning a leadership transition in which CEO Michael Tiedemann will step back into an advisory role.