2024年全球家族办公室报告

Ocorian’s 2024 globalFamily Office report Contents Introduction 02Introduction04Family Office investment strategies07Next gen and succession planning09The role of third-party outsourcing10The professionalisation of the Family Office11Family Office operations and structuring14Key trends and areas of focus16Ocorian’s Family Office services In July 2024, Ocorian’s Private Client team undertook apiece of primary research which reveals the key investmentthemes facing Family Offices – everything from theirapproach to asset allocation and investment strategies. It We have amalgamated our research into a comprehensive global Family Officereport across our jurisdictional reach, including the UK, Europe, Asia, theMiddle East, the Americas and Africa. We hope this report serves as a valuable To register for our five regional reports, please follow the QR code below. Key research finding Research background •Family Office investment strategies•Next generation and succession planning•The role of third-party outsourcing•The professionalisation of the Family Office•Family Office operations and structuring The research was conducted by independent research agency PureProfile.It asked 45 questions in total and was completely anonymous – respondents It was completed by 309 respondents in total who all outsource to third-partyservice providers. Respondents were from both single and multi-Family Offices Family Office investment strategies Thinking of the funds you help to manage; how do you see their allocations to the following asset classes changing over the next 12 months? UK equities 48.5%35.6%15.5%0.0%0.3% European equities Private equity 31.1%41.4%25.2%0.0%2.3% US equities Infrastructure 38.2%32.4%24.9%2.3%2.3% Private debt Emerging market equities Hedge funds Investment grade fixed income Other alternative asset classes Non-investment grade fixed income Family offices are increasing their exposure to alternative asset classes,and this is a longterm trend. If you agree, in which vehicles do you see this Why are Family Offices increasing their exposure to alternative asset classes?Below are some benefits of investing in alternatives, please rate them in 44.0%SPV 1 65.5% Diversification benefits of alternatives 2 68.4%Funds Greater transparency around alternatives 3 0.3%Other Ability of some alternative asset classes to provide a steadyattractive income 4 Greater choice around investing in alternatives 5 Ability of some alternative asset classes to provide someprotection against inflation 6 46.8% Next gen and succession planning Thinking about the family or families whose wealth you help to manage, are thenext generation becoming more or less involved in developing / reviewing 35.3%Much more involved 46.9%More involved 17.2%Their level of involvement has not changed 0.6%They have become less involved How widely does the approach and priorities of the next gen 58.6%Differs slightly 34.4%Differs significantly 0.3%Don't know Where the next gen approach and priorities differs slightly or significantly,around which areas of focus do you see the greatest emphasis? 42.2%ESG /impact investing 28.2%Asset allocation /overall investment strategy 33.8%Investmentrisk appetite 46.0%Increased focus onprivate markets 11.8%Ownership of physicalassets e.g. real estate,business aircraft etc. The role of third-party outsourcing If you expect to outsource more services to third 33.3%It will enable us to focus on our core strengths 63.8%It enables us to improve our overall service levels 49.5%Clients are increasingly expecting this 24.3%Regulatory pressure 28.8%helps to group compliance requirements in one company structureWe have many investments, using one Family Office in one jurisdiction The professionalisation of the Family Office Over the past five years, do you feel that the Family Office has become 19.4%Yes, it has become much more professional 52.5%Developed a stronger succession plan 65.7%Yes, it has become slightly more professional 14.6%It was already very professional and didn't need to improve much 0.3%No it has not become more professional Family Office operations and structuring Over the past five years, overall what has happened to the level / 8.7%Increased dramatically 59.5%Increased slightly 29.8%Stayed the same If it has opened more offices, why is this? 1.9%Decreased Access to professional services and related infrastructure 2 2 Based on advice from our tax adviser–transparent tax regime 3 3 4 5 5 6 6 7 7 8 8 Accessibility (direct flights / proximity to resident jurisdiction) Key trends and areas of focus The level of philanthropy from Family Offices / ultra-high net worth familiesis increasing. How do you see this trend developing over the next two years? 0.6%Increase by up to 5% 45.0%Increase by between 15% and 20% 17.2%Increase by between 20% and 30% 1.0%Increase by between 50% and 100% What percentage of your family