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Large family offices have nearly half their investments in private markets and alternatives, as they move out of the stock market in search of higher returns and lower volatility, according to a new study. Family offices have 46% of their total portfolio in alternative investments, which includes private equity, real estate, venture capital, hedge funds and private credit, according to the JPMorgan Private Bank Global Family Office Report, released Monday. The family offices covered by the survey had 26% of their assets invested in publicly traded stocks. https://lnkd.in/gdr3grae

Family offices are looking beyond the stock market for higher returns, new report finds. #castlefamilyoffice #alternativeinvestments KEY POINTS *Family offices have 46% of their total portfolio in alternative investments, according to the JPMorgan Private Bank Global Family Office Report. *Alternatives include private equity, real estate, venture capital, hedge funds and private credit. *Unlike stocks, which can swing wildly, alternatives such as private equity and private companies have more gradual valuation changes, smoothing out volatility. https://lnkd.in/gdr3grae

The J.P. Morgan Private Bank Global Family Office Report reveals a notable trend: large family offices are reallocating investments from public stocks to alternative assets. With nearly half of their portfolios now in private equity, real estate, and venture capital, these offices aim for higher returns and lower volatility. Click here to learn more: https://lnkd.in/gdr3grae #alternativeinvestments

Can exposure to private equity lower volatility in your portfolio? Take a look at an article on CNBC which talks more about Family offices exposure to private equity. #familyoffice #alternatives #stockmarket https://lnkd.in/gdr3grae

According to a JPMorgan Private Bank Global Family Office Report, nearly half of the total portfolio of family offices is now allocated to alternative investments, including private equity, real estate, venture capital, hedge funds, and private credit, as they move out of the stock market in search of higher returns and lower volatility. This is the new Family Office. Often family offices are the most prolific investors in startups, privately held companies and real estate. These assets offer a smoother valuation trajectory compared to publicly traded stocks, aligning well with the patient capital approach favored by family offices. #FamilyOffices #PrivateEquity #Investing

Family offices are making a big shift in their portfolios! 🔍 According to J.P. Morgan's latest Global Family Office Report, these savvy investors now have a whopping 46% allocated to alternative investments like private equity, real estate, venture capital, hedge funds and private credit. 📈 Why the move away from public markets? Two key reasons: 1️⃣ Higher potential returns. Family offices are taking advantage of the "liquidity premium" - getting paid more for locking up capital longer-term. 2️⃣ Smoother ride. While stocks can be a rollercoaster 🎢, alternatives tend to have more gradual valuation changes. Less gut-wrenching volatility! The trend is even more pronounced for larger US family offices, who have over 49% in alts. Private equity is the biggest slice of the alternatives pie at 19%. Drilling into the average family office portfolio allocation, we see alternatives taking center stage: ✅ 46% in alternatives overall (private equity, real estate, private credit, hedge funds) 📈 22% in private equity (12% in PE funds, 10% in direct investments) 🏠 17% in real estate (14% direct investments, 3% funds) 💸 4% in hedge funds 💰 3% in private credit Interestingly, private equity's 22% slice of the pie matches the public equity allocation. Shows how integral PE has become for sophisticated investors. Cash is at 12% and fixed income at 16% - so alts are really the main event at 46% of assets. 🎯 The key takeaway: Family offices remain committed to the long-term return potential of alternatives. Many family office founders are entrepreneurs themselves, so they relish the chance to take ownership stakes in private companies and share their expertise. 🤝 Expect to see continued growth, especially in areas like private credit and digital infrastructure. #familyoffices #alternativeinvestments #privateequity #venturecapital #hedgefunds #privatecredit #investmenttrends #wealthmanagement https://lnkd.in/d53YXgSM

Exciting findings from the latest J.P. Morgan Private Bank Global Family Office Report reveal a significant shift in investment strategies among family offices. With nearly half of their portfolios now allocated to alternative investments, such as private equity and real estate, these institutions are seeking higher returns and lower volatility outside traditional markets. As family offices increasingly play a pivotal role in private equity and venture capital, their long-term investment horizon and tolerance for illiquidity position them as influential players in shaping the future of investing. This trend underscores the importance of alternative assets in diversifying portfolios and capitalizing on emerging opportunities. Read More Here: https://cnb.cx/3WfvK8a #Restaurants #Hospitality #Technology #Business #Innovation #AI #investing #venturecapital Branded Hospitality Ventures CNBC Adam Klappholz Dimitris Kouvaros Justin Gmoser Clay Hunt Adam J. Grossman, AIF ® Jamie Dimon

Exciting findings from the latest J.P. Morgan Private Bank Global Family Office Report reveal a significant shift in investment strategies among family offices. With nearly half of their portfolios now allocated to alternative investments, such as private equity and real estate, these institutions are seeking higher returns and lower volatility outside traditional markets. As family offices increasingly play a pivotal role in private equity and venture capital, their long-term investment horizon and tolerance for illiquidity position them as influential players in shaping the future of investing. This trend underscores the importance of alternative assets in diversifying portfolios and capitalizing on emerging opportunities. Read More Here: https://cnb.cx/3WfvK8a #Restaurants #Hospitality #Technology #Business #Innovation #AI #investing #venturecapital Branded Hospitality Ventures CNBC Adam Klappholz Dimitris Kouvaros Justin Gmoser Clay Hunt Adam J. Grossman, AIF ® Jamie Dimon

Really interesting insights shared by CNBC on the latest Global Family Office Report by J.P. Morgan Private Bank. The report highlights the increased focus and average allocation (46%!) to alternative investments by Family Offices. At BuyProperly, we are facilitating efficient and broad access to alts for various investor types and firms, including Family Offices, RIAs, wealth managers, and individual investors. If you're considering boosting exposure to alts and seeking simplified access, reach out to us. #FamilyOffice #AlternativeInvestments #WealthManagement #InvestingInsights #RWA