Source:  EY-Parthenon Wealth and Asset Managers Generative AI Survey November 2023 

Family office investment plans for 2024? 94% are planning acquisitions. 

Source:  Ocorian Outlook 2024 Report 

Source:  KKR 2023 Family Capital Survey

Source:  KKR 2023 Family Capital Survey

Source:  Ocorian Outlook 2024 Report 

Source:  Campden Wealth North America Family Office Report 2023

61% of North American family offices report that their key concern is cyber-attacks. 

Source:  Campden Wealth North America Family Office Report 2023

Family office sentiments on asset classes for 2024?
45% are bullish on global developed investment grade fixed income. 

Source: Citi Private Bank Global Family Office Report 2023 

As markets become more unsettled, 43% say protecting wealth top financial goal.

Source: 2023 EY Global Wealth Management Research Report 

What is your family office’s key concern? 60%of family offices report that it’s preparing the next generation to be responsible wealth owners  

Source: Citi Private Bank Global Family Office Report 2023