Investment Strategies

What issues are top of mind for family offices? Hugo King-Oakley, head of private markets and community for GPFO (Global Partnership Family Offices), says one of these issues for his members is co-investments—what are they and how can they benefit family offices?

Donor-advised funds (DAFs) allow a donor to make a charitable contribution to the fund and then direct the institution holding the fund to disperse funds to qualifying nonprofits at a later date. But what happens to the funds after the death of the donor?

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.