Family Offices Views on Investing




In addition to providing a family office profile (e.g. type of family office, number of generations supported, number of family members supported, source of wealth, assets under management, location, infrastructure), the report includes information on portfolio returns and asset allocation for traditional and alternative investments. Family office perspectives are provided on investment decision-making, co-investing, early stage investing as well as challenges and the role of the next generation. A comparison is provided between 2016 and 2018 survey results.