Investment Strategies

Alternative investments are gaining interest among younger investors for their potential to align with personal values, create direct impact, and provide innovative opportunities.

Investing in digital assets such as cryptocurrency is not a widespread practice among family offices. Still, some are investing in digital assets due to interest from younger family members. We asked family office professionals and those who work with them how crypto and other alternative investments are being used by family offices as a way to engage the next generation.

While some family offices mull opening a second location abroad, other wealthy families are scouting international locations to either establish new family offices or move their existing operations. A new white paper from Citi Private Bank offers a look at several trends that are affecting wealthy families’ decisions about where to locate.

Many family offices reduced their cash holdings during the second quarter of 2024, often raising their allocations to fixed income and equities, according to the Q2 2024 Family Office Investment Report from Citi Private Bank.

Collectors who want to track the value of their art, coins or memorabilia have a new way to do it. A new index says it’s “the industry’s first and most comprehensive index-linked investment product to statistically measure price trends.”