Family offices seek simplicity, flexibility, ability to adapt
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?
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.
