Goldman Sachs Publishes Detailed Family Office Report

The One Goldman Sachs Family Office Initiative report, titled “Eyes on the Horizon,” presents the perspectives of 166 family office decision makers from around the world, combined with observations from working with family offices and family-controlled enterprises. The report focuses on family offices that most closely resemble institutions, with more than 70% of respondents having … Read more

Striking Rich with Secondary Funds: A Primer for Family Offices

In today’s financial landscape, investors are constantly seeking ways to protect and grow their wealth in the face of inflation, hawkish central bank policies, and market volatility. For family offices and high net worth individuals, alternative investments like private equity can play a crucial role in diversifying portfolios and generating income, all while maintaining a … Read more

Alternative Investments For Your Family Office

Alternative Investments can help you pursue your goals across market cycles Hedge funds, private equity and real assets are three of the asset classes favoured by family offices. Both the potential for outsized returns, coupled with their ability to reduce over volatility, makes them attractive asset classes even if illiquid. While they can help you … Read more

Millennial Millionaires: New Rules for a New Generation

Millennial investors prioritize alternative and sustainable investments over traditional stocks and bonds. Wealth managers need to adapt their approach for younger clients, considering their distinct values and preferences. Millennial investors appreciate personalized financial guidance and proactive engagement from their advisors. The financial landscape is changing as Millennial and Gen Z investors step onto the scene. … Read more

Are Family Offices Regulated? What You Need To Know.

Introduction The number of family offices has exploded in recent years, and have become a popular wealth management solution for high-net-worth individuals and families. They offer a wide range of services from investment management to estate planning. But what about the regulatory aspect? Are family offices regulated? How are regulators dealing with this growing industry? … Read more

Co-investments and club deals: The Ultimate Guide to High-ROI Opportunities

Introduction Family offices use co-investment and club deals to enhance returns. In this post, we will delve into the topic of co-investments and club deals, exploring their appeal, their risks, and potential for outsized returns. Let’s dive in and find out why these investment strategies have become the go-to option for savvy family offices. What … Read more

Navigating Investment Challenges: How Family Offices are Adapting in 2023

Inflation remains a top concern, prompting family offices to seek assets that benefit from it. Market volatility leads to a cautious approach, with many waiting for lower valuations before taking risks. Private equity investments are the preferred choice, with many seeking direct investment opportunities. In the wake of the tumultuous events of 2022, including market … Read more