Shawn Stigler’s Post

📈 Family Offices are Boosting Allocations to Alternative Investments in 2024 📈 As family offices look for higher returns and better diversification, they increase their exposure to alternative assets like private equity, venture capital, and real estate. According to KKR, this trend is set to grow further in 2024 as family offices seek to navigate volatile markets and find new growth opportunities. Solutions like Ledgex can simplify alternative investment tracking and reporting for those managing these complex portfolios, ensuring transparency and informed decision-making. #FamilyOffices #AlternativeInvestments #PrivateEquity #Ledgex #WealthManagement Nicole Eberhardt Christopher McCoy Wendy McCoy Brian Nickerson John Kelly, PMP

Shifting Sands in Wealth Management: The Growing Trend Toward Alternatives As the investments landscape continues to evolve, a significant shift is occurring among family offices, which are increasingly diversifying their portfolios beyond traditional stocks (60/40) to embrace alternative investments. According to a recent CNBC article, nearly half of the super wealthy are now investing in alternatives, with allocations looking something like this: 19% in private equity 14% in real estate 5% in venture capital 5% in hedge funds 4% in private credit This shift is not just about seeking higher returns; it's also about finding ways to mitigate volatility and diversify investment strategies effectively. At Mara, we recognise the importance of these trends and have tailored our services to support qualified individuals and family offices in accessing these alternative investments. Through our specialised SPVs we make it simpler for investors to enter private markets, offering them a gateway to diverse and robust investment opportunities, whilst also maintaining the strictest adherence to compliance and regulation for the funds and sponsors that we work with. For wealth managers looking to broaden their offerings and adapt to these changing preferences, Mara provides the tools and expertise necessary to navigate this new terrain with confidence. #wealthmanagement #alternativeinvestments #privateequity #realestate #venturecapital #privatecredit #investmenttrends https://lnkd.in/eCvvDTnv

Great insights shared by Farid M. on the increasing appetite towards alternative investments by individual investors and the private wealth sector! This shift towards alternatives like private equity, real estate, and venture capital reflects a strategic move by family offices seeking higher returns and enhanced portfolio diversification. At Mara, we're at the forefront of facilitating access to these lucrative markets through specialised SPVs, ensuring qualified individuals, family offices and wealth managers can offer more robust and diverse investment opportunities to their clients. #wealthmanagement #alternativeinvestments #Mara #investmenttrends

Historically, family offices have focused on preserving capital across generations. Now managing over $10 trillion globally—more than the entire hedge fund industry—they are significantly influencing private markets like private equity, real estate, and venture capital, seeking not just financial returns but also shaping industry trends. Ronald Diamond Diamond Wealth Ryan Austin Arondight Advisors #familyoffices #wealth #wealthmanagement #investmenttrends #HNWI

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

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

I had a great chat with Elisa Battaglia Trovato at the Financial Times' PWM about private equity and she's skilfully written such a fantastic, in-depth article on the topic. If you're interested in PE and family offices, I'd check it out: "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..." #familyoffices #privateequity #deloitteprivate #investing Wolfe Tone, Adrian Batty, Mark Stokes, Christina Staples, Robert Connold, Emma Cox, Wendy Diamond, Eric L. Johnson, Melanie Temnycky, Richard Nunn, Carolina Arbelaez de la Espriella, Sekar Kr, Yali Yin

Discover the alternative investments favored by family offices 💼. Learn how these strategies go beyond stocks to protect and grow wealth with diverse asset classes 📈. #AlternativeInvestments #FamilyOffices #WealthManagement #DiverseAssets #InvestmentStrategies

Family offices have 46% of their total portfolio in alternative investments, according to the JPMorgan Private Bank Global Family Office Report. Of the alternative investments detailed by the survey, 19% of family office holdings was in private equity, 14% in real estate, 5% in venture capital, 5% in hedge funds and 4% in private credit. https://lnkd.in/dq23enMx

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