Family Offices: Adapting to a Changing Landscape in Private Investments

Family Offices are adapting to changes. We explore key themes and their strategy shift from cash to private alternative investments

We explore key themes adopted by family offices in their strategy shift from cash to private investments.

Join Harvey and Eleanor, our AI hosts in this insightful report, brought to you to provide a comprehensive analysis of the latest trends, challenges, and opportunities facing family offices.

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Family Offices and Private Alternative Investments

In the report we summarise the findings of Citi Private Bank’s 2024 Global Family Office Survey.

The survey, conducted with 338 participants globally, explores the investment strategies, portfolio allocations, and governance practices of family offices.

Key themes include significant shifts in asset allocation (away from cash and towards fixed income and equities).

The growing importance of alternative investments (especially private equity and AI), and evolving concerns (with interest rates surpassing inflation as the top worry).

Moreover, we analyse the ongoing professionalisation of family office operations and governance structures, alongside the persistent challenge of balancing financial and family priorities.

The report aims to provide valuable insights and benchmarks for family offices, facilitating peer comparison and informing strategic decision-making.


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Podcast: Family Offices and The Future of Private Markets

This article is part of the Family Offices and the Future of Private Markets 2025 series.
Insights into the Shifting Dynamics of Family Offices and their Private Investments by Bastiat Partners and Kharis Capital.

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