Source: KKR 2023 Family Capital Survey
REPORT
KKR 2023 FAMILY CAPITAL SURVEY
Highlights include:
- CIOs plan to increase exposure to Private Credit, Infrastructure, and Private Equity in 2024.
- 93% of respondents cited growing assets for future generations as a focus for their portfolios.
- Over 40% identified geopolitics as the most important risk today, with inflation next at 25%.
- 70% of CIOs want to enhance performance analytics to drive better outcomes.
INSIGHTS
WHY SELL YOUR COMPANY TO A FAMILY OFFICE
Founders exploring sale options for their company may consider venture capital and private equity firms, but family offices offer another avenue. Benefits of selling to FOs include flexibility in deal structures, access to industry expertise, flexible investment horizon, and an environment where both company culture and partnerships are valued. (Next Sparc)
INSIGHTS
FUTURE OF SUSTAINABLE INVESTING FOR FAMILY OFFICES
Exxon Mobil's response to climate-related proposals shows shifts in sustainability and impact investing. Family offices must adopt a global outlook, understand cultural differences, navigate regulatory landscapes, and maintain focus despite shifting perspectives, and consider relevance of sustainability in investment decisions. (Francois Botha for Forbes)
INSIGHTS
FAMILY OFFICES' MISTAKES IN REAL ESTATE INVESTMENTS
This ongoing five-part series covers the biggest mistakes family offices make in their real estate investments. From Limited or No Operator Evaluation and Due Diligence to Cost Concerns and Not Focusing on the Real Estate Fundamentals, the series offers case studies and answers to pressing questions on real estate investments for family offices. (DJ Van Keuren on LinkedIn)
TRENDS
AI CAN REDUCE FAMILY OFFICE PAPERWORK
AI is expected to streamline operations, automate paperwork for investments, and enhance efficiency. This will help staff focus more on analysis, improve decision-making with real-time data, and integrate disparate systems. In the future, it will help interpret data to make informed investment decisions. (Abby Schultz for Penta)
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