Generational Change among the Top Challenges for Family Offices
This infographic looks at key findings from our report "Family Offices: a New Era of Growth" with Hedgeweek highlighting how generational differences impact family office priorities and identifies the key generational dividing line.
Report Overview
The Family Office industry is riding a wave of growth. New sources of wealth and growing business fortunes have driven an unprecedented expansion in the adoption of the Family Office model, with one leading data provider saying their numbers increased threefold between 2019 and 2023.
This growth has been accompanied by challenges as wealthy individuals and families encounter the world of investment management, some for the first time. How should they invest their wealth? What are best practices in the middle and back office? Which functions can/should be outsourced and what role can technology play? How can differing generational priorities be handled?
This data-driven Hedgeweek report, sponsored by SS&C, addresses these pressing questions, providing valuable intelligence and context to the Family Office market.