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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Articles in this series:

• Private Equity Gains Momentum: Family Offices Double Down on Direct Investments
• Navigating Liquidity in a Tight Market: Family Offices and Innovative Exit Strategies
• Family Offices and the Power of Networks: Why Strong Relationships Are Key to Deal Flow
• Exploring Niche Investments: Family Offices Tap Into Non-Traditional Asset Classes
• The Shift to Evergreen Funds: How Family Offices Are Extending Investment Horizons