Richard Grasby 吳理察德 TEP CAMS’ Post

Family Offices Are Planning Big Investments In Private Companies It’s good to see the direct investing numbers continue to rise. In periods of market instability we see some family offices reassessing their risk tolerance and a major aspect of that this time around was a lot of family offices moving back into fund allocations. This should be done where there isn’t internal expertise and to build a strong portfolio, but direct investing will always be part of a solid allocation strategy. F Partners Read The Full Article Here: https://lnkd.in/etTfrbev #singlefamilyoffice #familyoffices #familyoffice #privateinvestors #privatemarkets

Family Offices Embracing Private Equity I caught up with a family office principal I really admire and they’re adding a private equity strategy alongside their core private credit strategy. I know at least 3 other families that have the same thesis but in different industries. What it shows me is that family offices have the ability to invest across the capital stack and really understand what risk adjusted returns look like. I’m excited to start working with this family office as their strategies have been consistent performers every year since we met, and yes they showed proof of those returns. F Partners Read The Full Article Here: https://lnkd.in/e_7-wWZU #singlefamilyoffice #familyoffice #familyoffices #privateinvestors #privatemarkets

Transforming the Investment Landscape: Family Offices Leading the Charge in Direct Investments! The investment world is witnessing a transformative trend, with family offices at the forefront. Insights from the latest BNY Mellon Wealth Management survey (see link below) reveal key trends: - 62% of family offices made at least six direct investments in the past year, with 71% planning to increase this number in 2024. - Family offices, founded by entrepreneurs, provide not only capital but also expertise and management advice, making them valuable partners for private companies. - Private companies are turning to family offices for patient capital and long-term investment horizon, reshaping the private markets. - Family offices co-invest alongside private equity firms, reducing fees and increasing carried interest payments. - Challenges like due diligence are met with support from wealth management firms and deal advisors. As someone deeply involved in family office investments, I view this trend as a game-changer. Direct co-investments offer superior returns and drive growth in innovative private companies through capital and expertise. The strategic shift towards direct investments showcases the adaptability of family offices, reshaping the investment landscape. It's a thrilling time for both family offices and PE, full of opportunities to seize. If you're intrigued by this topic and want to explore how your family office or PE firm can leverage direct co-investments, let's connect and discuss the opportunities ahead. #InvestmentTrends #FamilyOffices #PrivateEquity #DirectInvestments #WealthManagement #PrivateCompanies #BNYMellon #InvestmentStrategy Read more:

💵 Family Offices deployed direct investment to at least six private company investments last year. With the trend continuing for the foreseeable future. 🚨 * A majority of family offices made at least six direct investments last year, where they buy a stake in a private company or provide lending, according to a survey by BNY Mellon Wealth Management. * Investing directly allows them to contribute their expertise and management advice to the portfolio companies, as well as their capital. * Private companies are increasingly attracted to family offices as banks tighten lending and private equity firms do fewer deals. #money #investments #familyoffice #privateequity #privatecredit

In today's complex financial landscape, Family Offices face unique challenges. Discover the top trends driving successful Family Offices. From investing in Private Equity to seamless succession planning, our insights can help you make informed decisions and secure your family's wealth. https://lnkd.in/exQfVzFT

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 🌟🔑

Family offices are becoming like private equity firms themselves, directly investing in companies instead of relying solely on traditional financial instruments. According to a survey by BNY Mellon Wealth Management, 62% of family offices made six or more direct investments last year, with 71% planning to continue or increase their direct investment activity in 2024. With combined assets now over $6 trillion, this trend is reshaping private markets. While direct investing is not without its challenges, getting help from larger wealth firms and advisors are key for family offices to navigate and thrive. #FamilyOffices #PE #Investments

In today's complex financial landscape, Family Offices face unique challenges. Discover the top trends driving successful Family Offices. From investing in Private Equity to seamless succession planning, our insights can help you make informed decisions and secure your family's wealth. https://lnkd.in/exQfVzFT   #FamilyOffice #FamilyOfficeRecruitment #PrivateEquity #SuccessionPlanning #WealthManagement #FinancialPlanning

🔍 Transforming Investment Paradigms: The Evolving Role of Family Offices Family Offices are pivotal in today's financial landscape, managing over $10 trillion globally—surpassing the entire hedge fund industry. Their influence in private markets like private equity, real estate, and venture capital, are reshaping industry trends. 🌍 We are on the cusp of the largest wealth transfer in history, with an estimated $84.4 trillion transitioning to the next generation. This shift demands a reevaluation of investment strategies, emphasizing innovative technologies, social impact, and sustainability. 💡 Nasdaq insights from Campden Wealth's 2022 Next Gen. Report, 86% of next-generation family members are already taking active roles in their family offices, with many looking to adopt growth-oriented and risk-inclined investment strategies. Moreover, 31% emphasize enhancing cybersecurity as a critical priority, indicating a shift towards higher operational security and efficiency. 🤝 Under the leadership of industry visionaries, Family Offices are set to revolutionize networking and operational practices, moving towards more structured and professional frameworks. As Family Offices navigate through these changes, they are not only preparing to lead in the new era of finance but are also ensuring that wealth management aligns with contemporary values for lasting impact. #FamilyOffices #WealthManagement #InvestmentTrends #SustainableInvesting #Finance #CampdenWealth

Interesting read on the rise of Family Offices and their impact on the private market.