Day: July 24, 2020

Announcements

Global Family Office Report 2020

UBS Wealth Management launched its annual ‘Global Family Office Report’ for 2020. The big fund manager and global bank surveyed principals and executives in 121 single-family offices around the world. Those family offices handle an average total family wealth of US$1.6 billion. This represents a significantly larger dataset than that of any other comparable study, with a total of funds under management of US$142.4 billion.

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Industry Tips

Lisa Olson: The Deck is Stacked Against Family-Owned Businesses That Don’t Have Proper Planning

Family-owned businesses can have a a big impact on the economy. Lisa Olson (SVP of Family Office Services at Whitnell – Part of Associated Bank) joined Steve Grzanich to talk about just how important they are and the economic impact they can have. During the Associated Bank Thought Leader, Lisa references the challenges theses businesses are facing, and the recommendation she has been giving clients. She also looks ahead to November and how the presidential election may affect family-owned business.

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Industry Trends

Opportunity Zone Investments By Family Offices Will Increase In 2021

I hear from many people who are wondering what family offices are doing in response to the Covid-19 crisis when it comes to real estate investing. After speaking with many family offices that I know, it appears that their position and willingness to invest in some of the upcoming distressed opportunities is different than it was during the Great Recession.

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