Navigating a shift in Family Investment Strategy

Volatile market conditions and a shifting geopolitical landscape, combined with an increasingly significant ‘nextgen influence’ and complex family dynamics, are prompting families to consider their investment strategy more frequently and more rigorously than ever.

UBS’ Global Family Office Report highlights the extent to which family offices are broadening their investment horizons, moving beyond the more traditional public markets and assets like stocks and bonds to place a greater emphasis on alternative investments, such as private equity. At the same time, direct investing – bypassing traditional fund structures – are finding favour, whilst sustainability, a desire for evidenced impact and a more professional approach to philanthropy are influencing the approach too.

But changing course is often not as easy as families think. Multiple generations of diverse stakeholders, complex global structuring frameworks, cross-border regulatory complexity and an economic environment that is constantly shifting can pose serious questions.

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