asora blog

At what age does the next generation make their first substantial investment? 

55% say between ages of 26-35. 

Source: Julius Baer-PwC Switzerland: Family Barometer 2023

68% of family offices report preserving asset value as their primary concern

Source: Citi Private Bank Global Family Office Report 2023 

How much of your portfolio is allocated to sustainable investments? 39% of family offices say say less than 10%.

Source: Citi Private Bank Global Family Office Report 2023 

Top sector for direct investment?

63% of family offices say technology 

51% of surveyed family offices reported increase in fixed income allocations.

Source: Citi Private Bank Global Family Office Report 2023 

Is the next gen involved in your investing strategy? 39% of survey respondents say yes. 

Source: Goldman Sachs Eyes on the Horizon – Family Office Investment Insights

Does your family office have a succession plan in place? 52% of family offices worldwide do.  

Source: The 2023 Global Family Office Compensation Benchmark Report 

41% of surveyed HNWIs globally rated investing for ESG impact as a top priority

Source: Capgemini World Wealth Report 2023 

44% of family offices have cyber controls amid high threat levels

Source: UBS Global Family Office Report 2023 

80% of APAC family offices surveyed cited inflation as a key concern

Source: Preqin APAC Family Office Report 2023