Mary Willmot’s Post

Ocorian’s latest research, featured in an article by FT Advisor, reveals the next generation’s transformative role in family office investments. Our study shows that most family office professionals report new perspectives driving strategy shifts, with 66% seeing a growing focus on digital assets and 46% noticing heightened interest in private markets. My colleague Michael Harman points out that these shifts are natural but need careful integration into succession planning. Check out how these changes may shape the future of family offices below:

Exciting to see our latest family office research featured in FT Advisor, shedding light on the next generation’s influence in shaping investment priorities. My colleague, Michael Harman, shares that while generational differences are expected, they must be factored into succession planning to truly benefit family offices. Read the full article to learn more about these evolving priorities

Some key findings from our latest guide on The Private Capital Journey: 💼 Increased professionalisation of family offices is a ‘significant transformation’ 📊 Family office execs are increasingly empowered to manage assets instead of investment managers 📈 Younger generations want sophisticated strategies and more transparency Read more below👇

Explore the growing role of family offices in direct investing in François de Visscher's blog post. Learn about the essential steps for success in direct investments and how family offices are aligning investments with long-term goals. https://lnkd.in/etMa_z7h #familyoffices #directinvesting #directinvestments

Re-imagine your family office. You can elevate your family office with the help of a dedicated team of investment professionals. At 1648, we understand that navigating investments can be complex and that building processes, structures, and governance can be challenging. Unlike multi-family offices, our approach is customised to your vision and helps future-proof your family's legacy. Stay single, stay in control, and don't become another account. Change begins with a conversation  https://www.1648.ch/

Re-imagine your family office. You can elevate your family office with the help of a dedicated team of investment professionals. At 1648, we understand that navigating investments can be complex and that building processes, structures, and governance can be challenging. Unlike multi-family offices, our approach is customised to your vision and helps future-proof your family's legacy. Stay single, stay in control, and don't become another account. Change begins with a conversation  https://www.1648.ch/

We are excited to share our inaugural Family Office Investment Insights report, Enhancing Family Wealth, which delves into the evolving investment allocations, ambitions, concerns and operational priorities of 189 single family office investment decision-makers around the globe. Among the many insights garnered, we found nearly 80% consider AI the top investment opportunity over the next five years. Want to learn what else is top of mind for family offices? Download the study to learn more: https://ow.ly/b3qm50S8sG1

Alts winning out as family offices evolve their strategies (via InvestmentNews): https://ow.ly/1ht450QJHYB #familyoffices #privatewealth #wealthmanagement #investmentnews

#FamilyOffice professionals, a question for you!     Did you know that 38% of family offices are increasing their allocations to structured products? Why?  Because structured products offer tailored investment strategies that balance risk and return—something traditional assets often can’t match. But here's the challenge: managing these investments can get complex. That’s where Futora steps in. We simplify the process for family offices, so you can:  ✅ Access structured investments with ease  ✅ Analyse opportunities in real-time  ✅ Make confident investment decisions—fast Want to see how we can help?  Watch the video below and discover how we empower family offices to streamline their investment process. 👉 Book a demo today and let's discuss how you can join the digital investment revolution. https://lnkd.in/di4uhsBp #Futora, #FamilyOffices #StructuredProducts #WealthManagement   

Less than 10% of single family office do not investment directly. BNY 2024 Investment Insights for Single Family Offices Report indicate that most family office do direct investment, with a study on 189 SFOs showing only 8% having done no direct investment in the past 12 months and planning to do none in the next 12 months. Single family office have more flexibility than a fund to invest in a given prospect, and can support their portfolio companies more broadly than one. On the flip side, they are usually much more discreet than funds. Network will be key to access those investors. Do you consider family offices as prospectives investors? Thank you to Hugo King-Oakley for the initial post. Thank you for reading. Did you appreciate this post? Would you like to see more? Please leave a like on this post Follow Hugues Hallot 🔔 Ring it on my Profile 🔝 Connect with me #FamilyOffice #Investments #Startups #Founders