While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investment strategies. It also includes key findings around diversification, access to deal flow, and new talent acquisition.
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As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits.
As family offices have grown in number, size and sophistication, they have increasingly looked to invest directly. Largely, the pursuit of direct investing opportunities has been driven by several factors, including the desire for increased control, better alignment of interests, reduced fees and expenses, and higher returns. While the appeal of direct investing is clear, building a robust investment process and team to successfully source, conduct due diligence, and execute on the opportunities is a challenging endeavor.