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Home Lifestyle Family Office

The $6 Trillion Shift: Family Offices Move to Private Markets

by Team Lumida
May 30, 2024
in Family Office
Reading Time: 4 mins read
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3 Key Takeaways:

  1. Family offices have 46% of their portfolio in alternatives.
  2. U.S. family offices hold 49% in alternatives, focusing on private equity and real estate.
  3. Cybersecurity remains a major concern, with 40% identifying it as a key vulnerability.

What Happened?

Large family offices are shifting away from the stock market, with nearly 46% of their total portfolio now invested in alternative assets like private equity, real estate, venture capital, hedge funds, and private credit. The J.P. Morgan Private Bank Global Family Office Report reveals this trend among 190 surveyed family offices, which manage an average of $1.4 billion in assets.

U.S. family offices, particularly those with over $500 million in assets, show an even stronger preference, investing 49% in alternatives and only 22% in public stocks.

Why It Matters?

This movement signifies a critical shift in investment strategies. Family offices are seeking higher returns and lower volatility through alternatives, which experience more gradual valuation changes compared to the stock market’s wild swings.

William Sinclair of J.P. Morgan Private Bank highlights that family offices, with their long-term investment horizons, can capitalize on the “liquidity premium” of these assets. By investing in private companies, they not only aim for stable growth but also leverage their entrepreneurial experience to drive company success.

What’s Next?

Expect the trend toward alternative investments to continue, particularly in private credit and digital infrastructure. Family offices are also likely to increase their reliance on external advisors for investment management and cybersecurity, as 40% have identified cybersecurity as a significant vulnerability.

As family offices grow more influential in private markets, their investment decisions will shape the future landscape of private equity, venture capital, and infrastructure development.

Family offices are now powerful players in private markets, deploying over $6 trillion in assets. Their strategic shift could lead to more stable returns and reduced market volatility, benefiting long-term investors. With the increasing complexity of managing these diversified portfolios, the role of external advisors and robust cybersecurity measures will become even more critical.

Source: CNBC
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Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018