Research

Family Office Deal Volume and Size are Stabilizing

According to PwC’s “Global Family Office Deals Study 2024,” an analysis of how over 11,000 family offices globally invest their capital, family office deal volume and size are beginning to stabilize after declining during the first half of 2022. The study contains a wealth of additional information on trends in family office investments and the demographics of the offices themselves.

What Wealthy Families Worry About

Two in five of the families expect a significant leadership transition – involving the family, the family office or both – in the next five year, according to a survey from Citi Private Bank. While three-quarters of survey respondents say they are well prepared or very well prepared for this transition, there’s no shortage of other concerns for wealthy families.

Family Offices Turn to Emerging Tech for Operations

Emerging technology is an area of interest for many family offices when it comes to investing. But what about the technology they use for their own operations? According to Deloitte Private’s “Family Office Insights Series - Global Edition: Defining the Family Office Landscape 2024,” 33% of survey respondents say family offices will increasingly embrace digital technology in their operations.

Why Do Families Create Family Offices?

While investment management remains the top reason most families set up family offices, it’s far from the only reason.

Survey Says: Family Office Boards

How common are family office boards? A new survey offers a look at which family offices are most likely to have boards, and who their members are.