With Intelligence’s Post

🌐 Swiss Single Family Offices Worth $670 Billion! 🇨🇭💼 A new study by the Swiss Single Family Office Association (SFOA) reveals that single family offices (SFOs) in Switzerland manage a staggering 600 billion Swiss francs ($670 billion). Here are some key insights: 💡 Study Highlights: - Number of SFOs: 250-300 in Switzerland - Asset Allocation: Alternative assets like private equity and private debt slightly outweigh traditional assets - Geographical Focus: 33% in North America, 32% in Switzerland - Net Worth Range: From less than 250M to over 10B francs 🔍 Industry Trends: - Regulation: Majority support for a self-regulation-based licensing regime to protect and govern the industry - Wealth Distribution: 43% have a net worth of 1B francs or less; 37% exceed 1B francs - Top Wealth Bracket: 1.51B to 3B francs, represented by 16% of respondents As Swiss SFOs navigate potential regulatory changes, they continue to play a pivotal role in global wealth management. 🌟 Read full article: https://lnkd.in/e64vfUy9 #FamilyOffices #WealthManagement #Switzerland #SFOA #FinancialServices #Investment #Regulation #FinanceInsights

Family offices in the Asia market continue to grow and will no doubt play a critical role in the broader investment market. Specifically from an Australian perspective, it would be interesting to see if certain asset classes such as high value commercial property will continue to be acquired by Asia based family offices. When expanding into the Australian market, there are various planning and due diligence analysis to be undertaken. These can include potential FIRB review and financing requirements. From my experience and working with many foreign inbound organisations, early planning is critical to minimise potential issues arising from successfully executing the deal. #Crowe #Findex #Businessinaustralia #Outsourcingaccounting https://lnkd.in/gmPeDrBt

Big thanks to Andrew Cohen and Kristen Oliveri for featuring insights from our inaugural Family Office Operational Excellence Report in Crain Currency today. Check out the article. #familyoffice #operationalexcellence #altitiedemannglobal #campdenwealth

🔒 Unveiling the Mystery of Family Offices 🔒 Family offices, the hidden gems of wealth management, quietly manage the fortunes of the world’s wealthiest families. But what makes them so secretive? At their core, family offices are private entities managing investments, estate planning, tax services, and more, tailored to a single family's needs. This bespoke approach requires confidentiality, preserving privacy and ensuring long-term, personalized solutions. Here’s why they operate discreetly: - Privacy: Protecting sensitive financial information. - Customization: Highly tailored financial strategies. - Legacy Focus: Managing wealth for future generations. - Direct Control: Flexible financial planning without public disclosure. As wealth grows, so does the prevalence of family offices. They represent the pinnacle of personalized wealth management, ensuring wealth preservation and growth across generations. Interested in learning more about these discreet powerhouses? Let’s connect and explore their impact on the future of finance or read our latest insights on sizing global family offices, written by Alastair Graham: https://lnkd.in/eciDPYUS #WealthManagement #FamilyOffice #PrivateWealth #LegacyPlanning #Investing

📈 Our latest Global Family Office Deals Study reveals a significant shift in the transactional behaviour of family offices. Traditionally focused on preserving generational wealth, family offices are now emerging as influential players across various investment types. This evolution presents new strategic considerations for #familybusinesses and their owners as they pursue a wider range of investment opportunities.   Read in our latest Global Family Office Deals Study the analyses of the patterns of direct investments, real estate and start-up investments of 7,500 family offices worldwide: https://pwc.to/470o2jK   #FamilyOffice #InvestmentTrend #pwcforfamilybusinesses #PwCDeals

We recently surveyed 190 single-family offices around the globe to gain a better understanding of the challenges and opportunities facing family offices today. One key finding: the average allocation to alternatives is 45%, consisting primarily of private equity and real estate investments. Read the full 2024 Global Family Office Report here: https://bit.ly/3QovP5G.

Single family offices keep being in trend. But, establishing a really professional family office, which covers all the risks an ultra wealthy family is facing is a real challenge. #familyoffice https://lnkd.in/eyUJx4k4

Successful family offices are adopting flexible, adaptive governance models that can accommodate changing family dynamics and unforeseen events. Plante Moran Wealth Management Partner Brian Carter and Principal Mike King highlight best practices and emerging trends. Read here. #familyoffice https://okt.to/wV2Ye3

Successful family offices are adopting flexible, adaptive governance models that can accommodate changing family dynamics and unforeseen events. Plante Moran Wealth Management Partner Brian Carter and Principal Mike King highlight best practices and emerging trends. Read here. #familyoffice https://okt.to/GjJduR

Successful family offices are adopting flexible, adaptive governance models that can accommodate changing family dynamics and unforeseen events. Plante Moran Wealth Management Partner Brian Carter and Principal Mike King highlight best practices and emerging trends. Read here. #familyoffice https://okt.to/l6Mn7m