Family Office Deal Volume and Size are Stabilizing

PwC’s “Global Family Office Deals Study 2024,” an analysis of how more than 11,000 family offices globally invest their capital, contains a wealth of information on trends in family office investments. Among the findings:

  • Deal volume and size are stabilizing: Family office investments started to decline in the first half of 2022, but both deal volume and value now appear to be leveling off. The number of family office investments rose by just 0.2% between the second half of 2023 and the first half of 2024.
  • Family offices are a significant part of the global investment landscape: Family offices account for 31% of startup investments, 15% of property investments and 14% of fund investments.
  • Family offices invest globally, but with a focus on the U.S.: The United States’ share of family office deals is 47%. Europe is in second place with 32% of all deals.

The study also analyzed family office demographics. For example, more than 75% of the family offices studied were founded since 1993. More than half were established since 2006. And over one-third were founded in the 2010s.

The study also found that only 20% of family offices were founded due to a ‘cash event’ such as the sale of a company; for 80%, the family business is still a source of wealth.

Read more about the study in the Financial Standard: Family Offices Turn To Start-Ups, M&As: PwC

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About the Author

Margaret Steen

Margaret Steen is the editor of FO Pro, The Family Office Professional. Based in Silicon Valley, she has written for Family Business Magazine for more than 15 years.


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