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Top 10 Family Office Trends That Will Continue In 2024

The Family Office (FO) sector continues to trend upward as substantive growth in both the number of establishments and the assets under management (AUM) has been recorded. The global FO market size is expected to expand at a CAGR of 7.21% during the forecast period, reaching USD 19,567.22 million by 2027. In recent years, the pressure has been on FOs to generate higher risk-adjusted returns and create operational efficiencies. Still, the primary objective was to preserve and grow family wealth. What are the key strategic shifts for FOs in 2024?
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Key Takeaways From Campden Wealth’s 2023 European Family Office Report

Family Officer Report
Last December, Campden Wealth, a membership organisation for wealthy families, released its latest European Family Office Report in partnership with HSBC Global Private Banking. This article outlines the report’s key findings.
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In The Know: Digital Wealth Platform Basics

Digital Wealth Platform
Rapidly developing technology is reshaping practically every aspect of the financial industry. When it comes to how affluent individuals and their service providers understand and grow the assets under their care, the rise of digital wealth platforms is the most prominent example. Read on for an overview of what these solutions are, what is driving their increasing popularity, and what to look for in a good one.
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How To Position Your Family Office More Strategic?

FO More Strategic
If running perfectly, the family office (FO) can be the key to protecting your wealth and leaving a legacy for future generations. In today’s rapidly evolving financial landscape, FOs must adapt to emerging trends and technologies. Moreover, FOs that look to function at their most efficient will almost always rely to some degree on outside service providers. What are the strategic decisions the FO should make in order to be successful?
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Key Takeaways From The UBS Billionaire Ambitions Report 2023

UBS Billionaire Index
The UBS Billionaire Ambitions Report 2023 highlights a significant shift in which billionaires have crossed the line where inheritance outpaces entrepreneurship in wealth accumulation.
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How The Great Wealth Transfer Might Shape The Future Of Society?

Wealth Transfer
The next 10–20 years represent a momentous opportunity for the younger generation. Known as the "Great Wealth Transfer," a massive amount of financial wealth will be transferred from the Baby Boomer generation to Millennials and Gen Z, collectively known as Zennials. This intergenerational transfer will not only impact the economy but will also have a ripple effect on technology and culture.
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How To Navigate The Great Wealth Transfer?

Great Wealth Transfer
Bill Gates pledged to give “virtually all” of his wealth away. The outdoor industry businessman and Patagonia founder, Yvon Chouinard, decided to donate his entire company to fight climate change. It is evident that the views of inherited wealth have changed. Baby boomers are the generation that has accumulated a greater percentage of wealth than any other generation ever has. What will the transfer of wealth worth more than USD 68 trillion globally look like?
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Why Should Wealth Managers Target Female Entrepreneurs?

Female Entrepreneurs
The rise of female entrepreneurs and career women is a reason why women's power is increasingly being talked about in wealth management.
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The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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