The Family Roundup #11

Top sector for direct investment?

63% of family offices say technology 

INSIGHTS 

HOW THE MODERN FAMILY OFFICE CHOOSES ITS JURISDICTION 

Insight into the key factors family offices should consider when choosing a location. Taxation (and incentives), regulation, geographic and political stability, availability of talent, and quality of life all key factors. (Francois Botha for Forbes) 

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INSIGHTS 

PROFESSIONALISATION OF THE FAMILY OFFICE 

A complex financial landscape, technology advancements, increased allocation to alternative investments, and a global investment landscape are all driving family office professionalisation. (Ocorian) 

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REPORT 

FAMILY OFFICE COMPENSATION REPORT (USA) 

• Incentive compensation remains strong with 59% of all respondents reporting using Long-Term Incentive Plans 
• Compensation growth outpacing the broader US market - 82% of staff received bonuses at or above the prior year.  

• 50% of respondents reported recruiting challenges, especially for tax, accounting, investment and support roles.  
• Compensation plans are adapting to attract top talent by including deferred incentive compensation, co-investment opportunities, carried interest, profit sharing, and equity. (Morgan Stanley & Botoff Consulting) 

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INSIGHTS 

FAMILY OFFICES TURN ATTENTION TOWARDS ALTERNATIVE INVESTMENTS 

Family offices in APAC (especially Singapore and Hong Kong) are increasingly turning to alternative investments like real estate, private equity, and venture capital for diversification and higher returns. Additionally, ESG considerations are becoming integral to their investment strategies. (The Business Times) 

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INSIGHTS 

THE DIRECT DEAL SLOWDOWN IN FAMILY OFFICES IS REAL 

Per Citi's Global Family Office Survey 2023, economic uncertainty has caused 38% of respondents - especially those managing less than $500 million - to slow down new investments. Liquidity concerns, rising interest rates, and inflation are making family offices cautious about direct investments. There is a growing reliance on personal networks and partnerships with other investors to source deals. 

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