Enhancing Family Wealth
A BNY Wealth Study  

Over the last few years, the rapidity with which the investment and economic landscape has shifted is startling. As this report shows, family office decision-makers, who are widely considered to be some of the world’s most sophisticated investors, are evolving to meet the challenge. While investment opportunities abound, there are also some important caveats.

Executive Summary

Our inaugural Family Office Investment Insights report, Enhancing Family Wealth, explores the ambitions, concerns, priorities and challenges of 189 family office investment decision-makers, most with $500M-$5B in assets under management. This research study was conducted in collaboration with The Harris Poll and is backed by our decades of experience with family offices around the globe. 

Key Takeaways

  1. Going Beyond Public Equity - 71% of family offices are planning on making six or more direct investments this year.

  2. An Opportune Time for AI - 78% of family offices see AI as one of the top 3 investments for the next 5 years.

  3. Safety & Security of Assets - Family offices say this operational factor has the greatest impact on their plans.

  4. Taxes are Top of Mind - Tax-efficient investing and tax planning are still top priorities.

Want more details? Read the report. 

Download our Global Family Office Study.