The Global Family Office Report 2019
2,500.00
Price: 2,500.00
 
 

Global Family Office Report 2019: this report is the world’s leading and most comprehensive research study on family offices. It provides insight into a broad range of issues, including investments, performance, operational costs, governance and succession planning. New this year, it also includes a chapter dedicated to regional trends and another which looks into the attitudes of family office executives on hot topics relating to economics, politics, technology, the environment, and more. 360 family offices from around the world contributed to this research, 80% of which are single family offices.

Some of the key findings include:

  • Family offices’ average investment portfolio struggled to meet expectations in nine out of 13 asset classes this year, with the global average portfolio performance coming in at 5.4%.
  • With 55% of family offices reportedly believing that we will enter into a recession by 2020, nearly half are battening down the hatches and realigning their investment strategies to mitigate risk (45), increasing their cash reserves, and / or preparing to capitalise on opportunistic events (42% each).
  • Over a third of family offices are now engaged in sustainable and a quarter in impact investing.
  • Over half (54%) of family offices now have succession plans in place, up 11 percentage points from 2018, while the average age for succession globally is 45 years old.

Over 100 of the world's top media outlets have covered the Global Family Office Report series including Bloomberg, The Economist, The Financial Times, Reutersand The New York Times.