Matthieu Simon’s Post

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Senior Partner at Roland Berger I Head of France Transaction & Investor Services I Visiting Professor

As we navigate a world of unprecedented challenges and opportunities, family offices have become increasingly pivotal in shaping the financial landscape. Our latest study, conducted in collaboration with WHU, delves into the current challenges, investment trends, and the growing importance of ESG criteria for family offices.   Investment trends show an increased focus on real estate, private equity, and stocks, with particular interest in medicine, healthcare, IT & digital business models. Internal challenges such as cybersecurity, digitalization, and succession planning are top priorities.   Our findings highlight the resilience and adaptability of family offices, reflecting their strategic shifts and heightened focus on sustainable and impactful investments. Explore the full study here: https://lnkd.in/e3NRWqVD   Matthieu Daumas Yaroslav Stetsenko Marie Lê de Narp Gerald Duarte Ambroise Lecat Emmanuel Touboul #RolandBerger #FamilyOffices #InvestmentTrends #ESG #PrivateEquity #DigitalTransformation #Sustainability 

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#FamilyOffices face a variety of challenges that affect their ability to manage wealth and ensure long-term success. Many firms are often less than 20 years old and have been in a constant state of change since their inception. What are the biggest internal challenges currently facing family offices? 👀 Find out what decision-makers in these companies should know in the latest edition of our Family Office Study, which we conducted together with the WHU Institute of Family Business & Mittelstand and SMEs at the WHU – Otto Beisheim School of Management: ➡️ https://lnkd.in/gYmjCKA6 #RolandBerger Justus Jandt, Grégoire Tondreau, Astrid Carbonez, Laurent Doucet, Leonardo Puccetti, Jiri Krivacek, Matthieu Simon

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