Discover the latest insights on the elusive world of single-family offices (SFOs). The Swiss Single Family Office Association, in collaboration with UBS and the University of St.Gallen, provides a realistic assessment of SFO numbers in Switzerland, challenging inflated claims from other regions. For an in-depth analysis, read our full report here: https://lnkd.in/eciDPYUS #FamilyOffice #WealthManagement #SFO #FinancialInsights
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🌐 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
Single family offices in Switzerland worth $670 bln, study shows
reuters.com
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Top 10 Family Office Trends That Will Continue In 2024 #castlefamilyoffice #familyoffice The Family Office (FO) sector continues to trend upward as substantive growth in both the number of establishments and the assets under management (AUM) has been recorded. The global FO market size is expected to expand at a CAGR of 7.21% during the forecast period, reaching USD 19,567.22 million by 2027. In recent years, the pressure has been on FOs to generate higher risk-adjusted returns and create operational efficiencies. Still, the primary objective was to preserve and grow family wealth. What are the key strategic shifts for FOs in 2024? https://lnkd.in/etGDpfeW
Top 10 Family Office Trends That Will Continue In 2024
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Chief Investment Officer & Founder, ALINE WEALTH | CFA®, CRPS®, CAP®, CSRIC® | Philanthropic Legacy Builder | Client-Focused Advisor
The family office industry is undergoing a consolidation trend similar to other mature sectors. This trend can be found in various ways, ranging from the integration of single-family offices (SFOs) into multi-family offices (MFOs) to more extensive transactions aimed at boosting enterprise value and operational efficiencies. Drivers of this consolidation include constrained growth prospects, regulatory challenges, the need for tailored solutions, and apprehensions regarding exclusive partnerships with single banking providers. As the family office landscape evolves, factors like the age of wealth advisors and the shift in multi-generational wealth are anticipated to add additional influence on family office consolidation. #FamilyOffice #WealthManagement #Consolidation
Better Together: Consolidation Within The Family Office Industry
forbes.com
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Interesting article discussing how family offices will position themselves in 2024. #csp #financialservices #familyoffice
Family Offices In 2024: The Pursuit For Resilience
forbes.com
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Director | Family Office Research | Global Thought Leadership | Executive Leadership | Senior Advisory
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
AlTi Global study: Most family offices struggle with staff retention, recruiting
craincurrency.com
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Family offices globally have elevated their standards of governance, management, and infrastructure over the past five years, reveals recent research by Ocorian. However, as per the study, these entities need to gear up for upcoming challenges, including transitioning wealth and assets to the next generation. Stay informed with the full report here: //https://lnkd.in/gQJEp2bQ.
Family Offices Are Becoming More Professional, But Challenges Loom – Ocorian
wealthbriefing.com
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UBS Global Family Office Report 2024. UBS has published its Global Family Office Report 2024, which collects insights from 320 single family offices across seven regions of the world. The report’s insights represent families with an average net worth of USD 2.6 billion, covering over USD 600 billion of wealth. Read more insights about the report on our website. #ESGMena #ESG #familyoffices #familybusiness #business #B2B
UBS Publishes Global Family Office Report 2024 | ESG Mena
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In the following article, Neil Shapiro addresses the benefits of a Multi-Client Family Office. He discusses the structural advantages, the diverse investment opportunities and reduced costs that MFOs offer when compared to a traditional Single Family Office. Read the full article here: https://lnkd.in/ei6YXMjy
Series Introduction: Unpacking the Benefits of a Multi-Client Family Office (MFO) - TAG Associates
tagassoc.com
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Family office reports fail to address key concerns Read the full article: https://2ly.link/1vTPo Goldman Sachs, UBS, and Citi reports highlight the rising importance of family governance, successions, and next-generation considerations in shaping strategic outlooks beyond traditional investments ● A Generalised Global Family Office Reporting Scenery ● A Close-Up on Key Non-Investment Topics ● Converging Verticals Across Family Report Findings The heterogeneity of family offices is well-known, and the content of family office reports in terms of depth, especially around investments, and reach has evolved over the years. Zita Nikoletta Verbényi, The Asian Banker, TAB Global #familyoffice #wealthmanagement #successionplanning #familygovernance #nextgeneration #financialplanning #legacybuilding #noninvestmenttopics #UBSreport #GoldmanSachsreport #CitiFamilyOfficeReport #familyunity #professionalization #philanthropyfocus #wealthtransfer #governanceframework #familylegacy #tabglobal #wealthandsociety #tabglobal
Family office reports fail to address key concerns
wealthandsociety.com
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Is The Rise Of The Single Family Office A Good Thing For Our Business? A great perspective here from the team at Multi Family Office Stonehage Fleming You could think that it is a competitive space but the fact is that SFO’s need good MFOs. Whether it’s for outsourcing certain tasks or specialist advice, there will also be services that the SFO does not provide for it’s principals. This is a huge undertapped market so it’s good to see this perspective. F Partners Read The Full Article Here: https://lnkd.in/dFwt9_Ji #singlefamilyoffice #familyoffice #familyoffices #privateinvestors #privatemarkets
Insights: Is the rise of the single-family office a good thing for our business? | Stonehage Fleming
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