Family Offices and Investment: The Generation Shift

Produced in partnership with Family Capital, this report combines survey data of 50 family offices in Europe, the US and Asia who have portfolios ranging between US$200 million to US $1 billion, and references insights from one of the largest data sources on global family offices and their investment decisions.

27 January 2022

About the report

The ‘Family Offices and Investment – The Generation Shift’ report explores how the COVID-19 pandemic has affected the investment priorities of family offices and the leading role of the ‘NextGen’ in the investment process.

Based on findings from a survey and information from Family Capital’s Analytics database, the report looks at NextGen involvement, the pandemic and investing, governance and family management – including the impact of technology, as well as tax and political risk.