Changes in Investment and Philanthropy Amid Family Office Generational Shift
BAC Bank Of America Corp
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View chart & analysis → - 1A generational shift is approaching for the $5 trillion in assets managed by family offices.
- 279% of next-generation family office leaders said alternative investments will hold a larger share of their portfolios.
- 3One-quarter of next-generation family offices have already undergone a generational shift over the past 10 years.
So what's the key point?
A generational shift is coming for the next group of leaders managing $5 trillion in family office assets. These new leaders plan to increase the proportion of investments in diverse areas compared to previous methods.
Source CNBC · View original ↗
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