What are the trends that will have a significant effect on how family offices organize themselves and operate in the year lying ahead?
Intergenerational issues arise in many families, but when family businesses, large estates, and/or philanthropic legacies are involved, facing and resolving intergenerational issues can be both necessary and uniquely challenging.
The business universe is evolving exponentially, new multi-billion dollar industries are rapidly emerging and old, established industries are becoming obsolete. In this rapid-paced, continually changing environment, operating with agility and a purpose-driven, innovative mindset is key to the sustained success of modern enterprises.
Several indicators highlight the continuously growing trend of family offices increasing their allocations to impact focused funds and companies. To understand this trend, let us begin with the overall spike in the prevalence of environmental, social and governance investing.
Considerations and planning for a Direct Investing Allocation
How do Family Offices plan to maximize presence as a direct investor?
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Families, family offices and private investors alike have become increasingly interested in impact investing in recent years. The notion that investments can be better aligned to a family’s values while still generating market-related returns is undeniably appealing. At the same time, however, many investors remain concerned about the uncertainty in exactly how to get started.
Impact investing has experienced immense growth in the last decade, outperforming the benchmark for eight out of the last 10 years, according to the MSCI ESG Leaders Index. Utilizing FINTRX, our family office data and research platform, which covers hundreds of families active in ESG/impact investments, we’ve shared five family offices making impact investments across an array of industries, sectors, and asset classes.
Like many companies, FINTRX evolved from a personal pain point – the inability to find updated, quality information on the private wealth and family office markets.
Family office investment opportunities are on the rise. This is thanks to family office investment enjoying a meteoric rise in popularity as alternatives to venture capital. With this comes a new breed of entrepreneurs and startups who seek far more than just investment capital from their investors.
