Lili WANG’s Post

Curious about the secretive world of family offices and their growing influence in global finance? Learn why these elite entities are set to reach a staggering $11.41 trillion in assets and what it means for the future of wealth management. Don't miss out. Read the full blog now!   https://lnkd.in/g9wkvV2r   #familyoffices #privateequity

Considering setting up a single-family office (SFO)? Define its role – whether for investment management or broader objectives like succession planning. Understand your family's needs, level of involvement, and consider key questions about objectives, asset management, required services, and preferred location. Choose a jurisdiction with access to professionals, stable environments, and tax benefits. Whether growing wealth or preserving a legacy, an SFO can be a valuable tool in aligning with your family's goals. Read More: https://lnkd.in/gZKvRg5b #FamilyOffice #WealthManagement 🌟🔑

Allocations to private equity by family offices are on the rise, with the asset class offering potentially impressive returns and access to hard to reach sectors such as technology. #PrivateEquity #FamilyOffices #UHNWI #WealthManagement #AssetOwners #AssetAllocation Professional Wealth Management (PWM) https://lnkd.in/eugx26JB

Outsource Chief Investment Office (OCIO). This announcement was interesting to me as we see similar scenarios play out in the Family Office space. 1) A review of the investment office post staff changes - in this case the CIO of UPS' DB scheme moved in 2018 (and took his investment style to the new shop) and the new head has reviewed outsourcing as an option and decided this was the best way forward. 2) The quotes from GS are more about refinement than wholesale changes. 3) They used a third party consultant to select the right counterparty. OCIO is not simply giving the portfolio over to a wealth manager or similar and they put you in a cookie cutter or slightly customised solution. And I see a lot of marketing that mentions this term when they shouldn't. It's a fiduciary relationships that takes into account the complexity and unique challenges of the stakeholders. You are replacing the CIO and team that until now has a single purpose - to manage the assets for members. This is a large DB scheme but the OCIO or hybrid versions are being looked at by families wanting to de-risk portfolio management and utilise the scale of a counterparty such as those mentioned. For more family office insights, susbcribe to the Sherpa newsletter here: https://lnkd.in/gvBHfud5 #OCIO #familyoffice #wealthmanagement #assetmanagement #familyoffices https://lnkd.in/gPyUsB5y?

Wealth firms must transform strategy to woo family offices - Professional Wealth Management #pwmnet Wealth management firms are facing a pivotal moment where they must reevaluate their strategies to attract family offices. By adapting their approach, wealth firms can better cater to the unique needs and preferences of family offices, ultimately strengthening their client base. Embracing innovative methods and personalized solutions will be key in this transformation. According to recent data, family offices are seeking more tailored services and long-term relationships with wealth management providers. #WealthManagement #FamilyOffices #220dots #wealthadvisors #advisory #wealthcreation #SFO #MFO #Wealthfirms #Wealthstrategy #wealthplanning #GenAI

Are you ready for a new frontier in wealth management? Learn how a Virtual Family Office can simplify your financial life.

The first edition of the UBS Family Office Quarterly for 2025 is now available, featuring articles and conversations with specialists from UBS as well as leading experts. This quarter’s highlights:   - Year Ahead 2025—Roaring 20s: The next stage - Navigating today’s art market as a collector - Private trust companies: A family-controlled solution for trust services - The evolution of family offices: As family offices change, so do best practices - Family office 3.0: The convergence - Executive search: Advice for family offices recruiting for top positions - Revolutionizing private investment management for family offices   https://lnkd.in/gdERUBqf

Check out the 2024 UBS Global Family Office Report!

A survey by BNY Mellon Wealth Management reveals that a majority of family offices engaged in at least six direct investments last year, involving acquiring stakes in private companies or providing lending. This approach enables them to offer not just capital but also expertise and management advice to the portfolio companies. Private companies are showing growing interest in family offices amidst tightened lending by banks and reduced deal activity by private equity firms. Learn more: https://lnkd.in/gTwg264F

According to a survey by BNY Mellon Wealth Management, most family offices engaged in a minimum of six direct investments last year, involving acquiring shares in private companies or offering financial support. Direct investments enable family offices to not only provide financial backing but also offer their specialized knowledge and managerial guidance to the companies in their portfolios. As banks restrict lending and private equity deals decline, private companies are finding family offices more appealing partners for investment. This trend highlights the growing interest of private companies in collaborating with family offices for funding and expertise, amidst changing dynamics in traditional lending and private equity sectors. https://lnkd.in/dKYFX4nr