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family offices

The risks and rewards of disruption for families

October 31, 2017

With the rise of artificial intelligence, electric vehicles, and the sharing economy, one could be forgiven for thinking we are already living in an age of disruption.

With the rise of artificial intelligence, electric vehicles, and the sharing economy, one could be forgiven for thinking we are already living in an age of disruption.

But analysis by RBC Wealth Management suggests companies like Airbnb, Uber, and Netflix are the tip of the iceberg, with the current climate of sluggish growth and productivity ripe for much more widespread disruption.

One in six family offices lack succession plans

September 22, 2017

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

More than a sixth of family offices managing on average close to $1 billion of assets have no plan for generational transfer, while only a third of offices have written succession plans.

The newly-released Global Family Office Report 2017 (GFOR) found while family office succession planning has increased in the past year, with nearly half of family offices (47.3%) having a succession plan, either written (33%) or verbally agreed (15%, a fifth had no plan or did not know if a plan existed.

Growth, millennial-driven impact investing in new Global Family Office Report 2017

September 12, 2017

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

Equities and private equity drove a turnaround in family office investment performance this past year, as revealed in the newly-released Global Family Office Report 2017 (GFO).

New trends revealed in Global Family Office Report 2017

September 7, 2017

The countdown is on until the release of the world’s most comprehensive piece of family office research.

On 12 September Campden Wealth, in partnership with UBS, will launch the Global Family Office Report 2017 (GFO)—a study of 262 family offices from across the globe with an average $921 million assets under management.

Campden Wealth chief executive Dominic Samuelson said he was looking forward to the launch of the fourth edition of the GFO.

Private equity attracts new investments from family offices

June 1, 2017

Family office executives say skills and resource gaps are the major challenges facing those who choose to invest directly, according to new research.

Family office executives say skills and resource gaps are the major challenges facing those who choose to invest directly, according to new research.

Unlocking the family office: Know your SFOs from your MFOs and CMFOs

May 16, 2017

Family offices are private firms of various structures, sizes and responsibilities which manage the wealth, investments, trusts and just about every aspect of one or more family businesses with net turnovers of more than $100 million a year. Richard Steele, senior conference producer at Campden Wealth, gives a beginner’s guide to a rapidly growing sector in the financial world.

Altered regulatory landscape makes family office location vital

March 17, 2017

Given increasing levels of instability and scrutiny in the world, the location of family offices has taken on new significance in recent years, with families understandably concerned about finding the most secure environment for the governance of their assets, says Dominic Wheatley, chief executive of Guernsey Finance.

On message: What is a family office’s brand?

March 8, 2017

A report by consultancy EY found family office branding can predict as much as 35% of return on equity when combined with growth ambition, sustainability, and family cohesion. But what is a family office brand?

Stakeholders, ranging from family members, professional advisers, employees, clients and communities, differ in their structural relationship to the family office, depending on whether it is a single family office (SFO) or multi family office (MFO).

Entrepreneurial co-investing family offices to take control of family firms in 2017

January 11, 2017

The long-term trend of divesting control of family businesses into family offices is expected by KPMG to rise in 2017 as investments diversify and succession looms.

The long-term trend of divesting control of family businesses into family offices is expected by KPMG to rise in 2017 as investments diversify and succession looms.

The increasing intricacy of the family’s investments and activities and succession planning were believed to be behind the trend.

KPMG also predicted the need for a “renewed focus” on how to reward professionals within family offices, in light of the increasingly evident war for talent.

Loose change: Most family businesses without succession plan

October 27, 2016

Almost all family businesses confess they are operating without a strategy for succession, despite knowing full well the issue of generational transition is looming, new research claims.

Almost all family businesses confess they are operating without a strategy for succession, despite knowing full well the issue of generational transition is looming, new research claims.

A remarkable 97% of family business owners surveyed complained of a lack of direction and purpose for their business and 95% admitted the challenges of achieving a work-life balance contributed to the lack of succession planning.