How World-Leading Family Offices Are Thinking and Acting
Sponsored Content Wealth Planning How World-Leading Family Offices Are Thinking and Acting Explore one of the largest and most global family office reports, from Citi Private Bank. Sponsored by
Every year, Citi Private Bank’s Global Family Office Group gauges investor sentiment and portfolio actions of their more than 1,600 family office clients worldwide.
The 2023 report – recording the largest number of global respondents to date – uncovered the top priorities for family offices and the families they serve as well as their portfolio positioning.
Key findings include:
- Rising portfolio values and widespread optimism: Two-thirds of respondents reported portfolio gains, with almost all expecting positive portfolio returns over the next year.
- Increasing allocations to fixed income and private equity: Over half reported increased fixed income allocations, 38% upped private equity allocations while another 38% decreased their public equity allocations.
- Family offices switched their primary focus compared to last year: Family offices’ primary focus has shifted toward wealth management at the expense of family unity. However, this trend is less pronounced among third-generation families.
Download the full report to see if their thinking and actions align with yours.
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Originally posted on: https://www.wealthmanagement.com/wealth-planning/how-world-leading-family-offices-are-thinking-and-acting