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the global family office report

Close to the edge: Overcoming barriers in planning family office succession

May 27, 2019

Family offices are standing on the precipice of a multi-trillion dollar transfer of wealth between generations, yet succession planning among family offices is moving at a glacial pace. What are the barriers to planning? And what should families be doing now?

The cautionary tale of India’s Ambani family should be enough to scare any patriarch or matriarch into succession action. The sudden death of Reliance founder Dhirubhai Ambani, aged 69, in 2002 sparked an acrimonious battle between his two billionaire sons, Mukesh and Anil, leading to the brothers splitting up the family business in a deal mediated by their mother. Today relations are civil, but the businesses they inherited have had very different outcomes.

Avoiding the “Michael Fish moment”: Behavioural finance and the family office

April 5, 2018

In the past four years family offices have been consistently over-optimistic about their future investment performance when contributing to The Global Family Office Report. Is behavioural finance the answer to more effective forecasts or should they put more effort into predicting other indicators? Nicholas Moodyreports

Achieve your full potential with new Global Family Office Benchmarking

February 6, 2017

A revolutionary new service from Campden Wealth enables family office principals to keep ahead of their rivals by using the world’s largest family office database.

A revolutionary new service from Campden Wealth enables family office principals to keep ahead of their rivals by using the world’s largest family office database.

Top researchers at the family business organisation responded to calls from members who wanted to use the original data uncovered in the annual Global Family Office Report to their customised advantage.

Dot conned: Cyber crime's war on family offices

January 3, 2017

Robocrooks are massing at the cyber gates but Asia-Pacific family offices are slow to build up their online immune systems

Robocrooks are massing at the cyber gates but Asia-Pacific family offices are slow to build up their online immune systems.

Complacency could be one of the biggest threats to family offices, as they deal with the ever-present, if largely hidden, danger posed by cyber-crime. Research shows the family office community is especially vulnerable to these attacks.

Why are hedge funds the fastest growing asset class among family offices?

November 27, 2015

Low interest rates and lacklustre returns in equities helped the hedge fund asset category gain the largest growth in allocations this year, but a diverse investment strategy from external managers meant that returns were a mixed bag.

The multi-year trend of family offices taking on more risk continued in 2015, triggering a two percentage point increase in allocations to hedge funds, according to the second annual Global Family Office Report.

Data revealed that the average family office portfolio allocated approximately 9% to hedge funds in 2015, up from 7% the year before, making it the fastest growing asset class for the year.