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global family office report

February 28, 2018

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Yields are up dramatically and the vast majority of family office principals plan to maintain or increase deal flow. As they struggle with execution, is the end of this winning streak in sight?

Another bullish year, unpredictable politics, and a growing fondness for direct deals all formed part of the family office landscape during 2016. So how are family offices structuring their portfolios as the economy enters the later stage of a record cycle?

September 27, 2017

The next generation of family business leaders overwhelmingly believe innovation and technology are keys to success but many say their efforts are being frustrated by older generations in charge of their firms.

The next generation of family business leaders overwhelmingly believe innovation and technology are keys to success but many say their efforts are being frustrated by older generations in charge of their firms.

Three-quarters (75%) of next gens surveyed by PwC planned to take their businesses forward and make their mark. However, 26% of them found it difficult to get the incumbents to pay attention to their ideas.

August 18, 2017

The burgeoning number of young investors looking to create positive impact along with profits are being encouraged to “do their homework” as so-called “impact investing” becomes more mainstream.

The burgeoning number of young investors looking to create positive impact along with profits are being encouraged to “do their homework” as so-called “impact investing” becomes more mainstream.

New research by Morgan Stanley’s Institute for Sustainable Investing shows millennials are driving the $9 trillion sustainable investment market, and are twice as likely as other investors to put money into companies and funds targeting social or environmental goals.

May 19, 2017

In the wake of the WannaCry cyber attack which infected 200,000 computers in 150 countries, family businesses are asking how they can best protect themselves.

In the wake of the WannaCry cyber attack which infected 200,000 computers in 150 countries, family businesses are asking how they can best protect themselves.

The Global Family Office Report found 15% of family offices admitted being victims of a cyber-security breach and most hacks resulted in resulted in losses of $50,000 or less. However, one case resulted in the loss of $10 million or more and industry commentators suspected the real number of family offices attacked was far greater.

April 27, 2017

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

A guide to setting up a family office has been launched amid warnings that families must maintain unity or risk losing their wealth.

UBS’s Family Office Compass is described as a strategic toolkit to help ultra-high net worth families deal with generational change.

April 25, 2017

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

More than 5,000 single family offices are now in operation around the globe, according to a pioneering investigation by Campden Research, whose lead author believes it is the most accurate estimation to date.

The total figure of 5,300 family offices is seated at the lower end of current estimates: professional services firm Ernst & Young reported at least 10,000 single family offices in its 2016 EY Family Office Guide, while wealth advisor Family Office Exchange believes there are 6,000 in the United States alone.

February 28, 2017

Startling data on female employment and pay rates for executive roles suggests that family offices remain dominated by men, but what happens when they reach the top?  

Startling data on female employment and pay rates for executive roles suggests that family offices remain dominated by men, but what happens when they reach the top?  

January 10, 2017

Human capital is a term coined by Gary Becker, an economist from the University of Chicago, which refers to the abilities and skills of an individual as an economic value. But how are family offices managing human capital in 2016?

Human capital is a term coined by Gary Becker, an economist from the University of Chicago, which refers to the abilities and skills of an individual as an economic value. But how are family offices managing human capital in 2016?

January 4, 2017

Overturning the industry’s reputation for secrecy, the third Global Family Office Report provides unprecedented data on everything from sliding hedge fund allocations to cyber-attacks. Michael Finnigan introduces the pioneering piece of research

Overturning the industry’s reputation for secrecy, the third Global Family Office Report provides unprecedented data on everything from sliding hedge fund allocations to cyber-attacks. Michael Finnigan introduces the pioneering piece of research.

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