Asset allocation for family offices: exploring new perspectives

In uncertain times for the economy, family offices are reviewing their options. Most believe uncorrelated returns will be hard to find, especially if high-quality fixed income no longer delivers meaningful diversification. As they reduce fixed income allocations, they’re sacrificing liquidity for returns, increasing investments in private equity, real estate and private debt. In a departure from recent years, they’re also seeking out more active strategies.

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Regional spotlights: opportunities and concerns for family offices 

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Global Family Office Report 2022

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The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.