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Loeb Holding Corporation

May 20, 2019

Ethically minded, technology savvy and eager to make a positive impact—the next generation are driving family offices’ movement into sustainable and impact investing. But are the expectation of returns realistic or are families just following a trend?

Sustainable and impact investing continue to be attractive for family offices and are among the fastest growing areas in the average family office investment portfolio. But uncertainty persists for many interested in the asset class, with fewer expert advisers compared to more traditional classes. 

Family offices increased their foray into sustainable investing over the past 12 months, with more than one-third (38%) now engaged in the practice, according to The Global Office Family Report 2018 (GFOR). 

May 14, 2019

Family offices registered their best investment performance in five years and the majority intend to maintain or further increase their deal flow. Yet as experts warn that the bubble may burst, are families prepared for what comes next?

Record returns, a trend towards high risk, more illiquid investments in pursuit of yield, and an increased appetite for co-investments all shaped the family office landscape last year. So, how have family offices structured their portfolios for such high returns?

In 2017, investment performance converted into capital gains, with almost half (48%) of family offices reporting their assets under management have increased over the 12 months surveyed.

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