Latest news with #FamilyOffice
Bloomberg
08-05-2025
- Business
- Bloomberg
Asia's Super-Rich Rapidly Scale Back US Exposure on Trade War
Some of Asia's richest families are cutting exposure to US assets, saying President Donald Trump's tariffs have made the world's largest economy much less predictable. One family office managing assets for Chinese billionaires exited its US holdings entirely and will shift the proceeds to Asia. A senior executive at one of Europe's largest private banks said the scale of the recent selloff from rich clients and institutions around the world is unprecedented over the past three decades and could be the beginning of a more persistent shift. A top bank executive in Asia got rid of 60% of US assets from his own portfolio, saying it's safer to hold cash and gold.
Arabian Business
05-05-2025
- Business
- Arabian Business
The Family Office launches financial goal in the UAE, empowering investors to plan and achieve long-term financial goals through tailored private market strategies
The Family Office, a leading wealth management firm in the GCC, announces the launch of its latest digital tool, in DIFC. This innovative tool is designed to support investors in defining and achieving their financial goals with personalised investment strategies built around private market opportunities. With the rapid pace of economic shifts and the increasing complexity of global markets, many investors in the UAE are seeking structured, long-term strategies to protect and grow their wealth. Financial Goal provides a comprehensive digital experience that helps users define their goals, whether retirement planning, funding their children's education, or building a multi-generational legacy, while simulating different financial outcomes and building customised investment plans aligned with their ambitions. Key features of Financial Goal include: Defining Financial Goals: You can define mid- and long-term financial goals based on your personal and family aspirations. Scenario-Based Simulations: By entering details such as income, assets, and liabilities, you can simulate various future outcomes to better understand how to reach your goals. Tailored Investment Planning: In collaboration with The Family Office's financial advisors, you can build bespoke strategies rooted in diversified private market investments, including private equity, private credit, and real estate. Gabriel Aractingi, CEO of The Family Office Company B.S.C. (c) (DIFC Branch), commented on the UAE launch: 'In a fast-evolving and sophisticated market like the UAE, investors are increasingly seeking clarity and control in their financial planning. Financial Goal is the go-to solution for structured, long-term and resilient investment strategies grounded in private markets. It empowers individuals and families to transform abstract goals into actionable plans, supported by the expertise and discretion that have long defined The Family Office.'
Forbes
03-04-2025
- Business
- Forbes
Family Office: The World's Fastest Wealth Generators
Family offices are one of the fastest wealth generator in the world. The world is witnessing a remarkable transformation right now, with family offices emerging as potent engines of wealth generation. According to Financial Times, the family offices sector has grown significantly from a niche concept in the 1980s to approximately 15,000 offices globally with an estimated $5.9 trillion in assets. Their unique ability to invest with agility, take a long-term view, and tailor strategies to family objectives makes them one of the most influential forces in modern wealth management. Family offices are now dynamic players, actively shaping investment strategies and driving innovation. This article explores the evolution of family offices, their investment strategies, and the challenges they must navigate to sustain their growth. It also highlights how Agreus' 'Family Office Maturity Model' provides a structured framework to help show how to professionalize their operations and transition from wealth preservation to active wealth generation. Evolution of Family Offices' Wealth - From Preservation to Generation Traditionally, family offices were synonymous with wealth preservation, focusing on safeguarding assets for future generations. However, shifting economic conditions, global investment opportunities, and a growing appetite for direct control have led to a significant shift toward wealth generation. Today's family offices are seeking more than just stability, they have become highly professionalized and are actively shaping investment landscapes, fostering innovation, and even outperforming institutional investors in venture capital and private markets. This shift is driven by: ● A desire for bespoke investment strategies that align with family values and financial objectives. ● The need for greater autonomy over capital deployment, rather than relying on external managers. ● An appetite for higher-yield opportunities in private equity, technology, and alternative investments. To help family offices successfully navigate this transition and optimize their growth, we have developed a Family Office Maturity Model which is available to view here. This comprehensive model, developed and expanded by Agreus, outlines evolution stages, from the initial 'Embedded' phase, where personal and business affairs are intertwined, to the 'Mature' stage, characterised by fully structured governance and strategic board-level oversight. By understanding their current position within this model, family offices can identify key challenges and implement targeted strategies to progress through each phase. This structured approach facilitates the transition from mere wealth preservation to active wealth generation, ensuring long-term sustainability and alignment with family objectives. Our model provides a crucial framework for family offices seeking to strategically professionalize their operations and capitalise on emerging investment opportunities. Investment Strategies and Innovations Family offices are now at the forefront of innovative investment strategies, diversifying their portfolios with private equity, venture capital, and alternative investments. This agility and long-term perspective enables family offices to capitalise on opportunities often overlooked by traditional investment firms. Notably, as mentioned in our previous article, they are playing a crucial role in funding innovative start-ups and emerging industries, often outpacing conventional venture capital firms. This direct investment approach enables them to foster growth, influence strategic direction, and generate substantial returns. Wealth with Purpose Another significant trend within the sector is the growing embrace of impact investing. This approach aligns financial goals with positive social and environmental outcomes, reflecting the values of younger generations and promoting sustainable development. We have worked with numerous clients that care deeply about their social and environmental impact and thus endeavour to reflect that in their investments. By investing in projects that address pressing global challenges and contribute to causes that concern the family, family offices are demonstrating that wealth generation and social responsibility can go hand in hand. This dual-purpose strategy enhances their legacy and contributes to a more sustainable future. Challenges and Future Outlook Despite their growing influence, family offices face distinct challenges: ● Governance Complexity – As family offices scale, ensuring structured decision-making and leadership transitions is critical. ● Regulatory Compliance – Increasing scrutiny and global tax regulations add layers of complexity to operations. ● Talent Acquisition – Finding specialists who understand the unique nuances of a family office remains a key challenge. This is where our Family Office Maturity Model proves invaluable. It serves as a strategic guide for navigating these complexities, offering a clear pathway through distinct evolution and professionalization stages. By adopting a structured framework, they can enhance governance, refine investment strategies, and attract top-tier talent, all crucial elements in sustaining long-term success. Family offices are poised to play an increasingly significant role in the world of investment and wealth management. They have evolved from entities focused on wealth preservation to dynamic drivers of wealth generation. While challenges remain, we believe their adaptability and long-term thinking strategies ensure their continued influence.
