According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was “preserving the value of their assets”, which was a noticeable shift from last year where families stated their focus was on with 68% of families citing that as their top concern “preparing the next generation to be responsible wealth owners” to.
The Future of Finance Read More »
Many family offices today have access to more data than ever — yet still lack the clarity to act on it. Traditional reports may show total wealth, asset allocation, or basic performance, but they rarely answer deeper questions: Which managers are truly delivering value? Where are we taking on risk? Are we overpaying for underperformance?
Managing the Managers: Oversight for Family Offices Read More »
According to a recent survey from Citi Private Bank (Global Family Office Report 2023), 68% of families stated their top concern was “preserving the value of their assets”, which was a noticeable shift from last year where families stated their focus was on with 68% of families citing that as their top concern “preparing the next generation to be responsible wealth owners” to.
The Hidden Distortions in Family Office Performance Reporting Read More »
