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Family Office 2024 GLOBAL FAMILY OFFICE REPORT

Family offices seek simplicity, flexibility, ability to adapt

J.P. Morgan Private Bank’s report reveals the challenges family offices around the globe face today. Grappling with complexities, many look for ways to become more effective, nimble and adaptable.
190
single family office clients surveyed globally
$1.4B
average net worth of the families surveyed
48
geographies around the world represented
Our participants responded to questions across a wide range of topics: from size and functions to investment management and governance, to costs and staffing needs.
Source: 2024 J.P. Morgan Private Bank Family Office Report

Asset allocation trends

The average portfolio targets a return of about 11%, and maintains a 45% allocation to alternative investments, including private equity, real estate, venture capital and hedge funds.

Operating costs

Our respondents report spending an average of $3.2 million annually to run their family offices, with recruiting and retaining talent a primary focus.
 

Rising generations

Succession planning, family governance and preparing the rising generation are priorities for family offices. But many are falling behind in tackling these difficult, yet unavoidable, issues. Why?

J.P. Morgan Private Bank offers a range of family office solutions shaped around your needs and goals.

Working together to serve you and your family office

We know family offices come in all shapes and sizes, and their needs can vary greatly. Our dedicated team offers personalized resources and advice across key areas of importance for many family offices: cybersecurity and risk management, investments, and family governance and succession planning.

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

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Contact us to discuss how we can help you experience the full possibility of your wealth.

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Important Information

Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are generally not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

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