The recent Ocorian 2024 Global Family Office Report revealed a number of key investment themes facing Family Offices – everything from their approach to asset allocation and investment strategies.
🔹 Investment Shift: 84.1% of Family Offices plan to increase allocations to UK equities, while 81.9% are eyeing real estate opportunities.
🔹 Alternative Assets on the Rise: 68.4% see growth in alternative investments through fund structures, with 65.5% utilizing GP/LP structures.
🔹 Next-Gen Influence: 82.2% report increased involvement of the next generation in investment strategies, bringing fresh perspectives on digital assets and ESG.
🔹 Professionalisation: 85.1% of Family Offices have become more professional in their operations over the past five years, with 47.9% strengthening their family charters.
🔹 Global Expansion: 77.7% have opened offices in new jurisdictions, primarily due to family members living in different countries.
🔹 Philanthropy Growth: 45% expect philanthropic giving to increase by 15-20% over the next two years, with healthcare and climate change as top focus areas.
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