SS&C Technologies’ Post

Are differing generational views affecting decisions in Family Offices? Find out how generational change is impacting Family Office priorities in our latest report with Hedgeweek: https://ow.ly/wEnV30sGpK6

Are differing generational views affecting decisions in Family Offices? Find out how generational change is impacting Family Office priorities in our latest report with Hedgeweek: https://ow.ly/SlSe30sGpGQ

Are differing generational views affecting decisions in Family Offices? Find out how generational change is impacting Family Office priorities in our latest report with Hedgeweek: https://ow.ly/rPz330sGyQ6

Are differing generational views affecting decisions in Family Offices? Find out how generational change is impacting Family Office priorities in our latest report with Hedgeweek: https://ow.ly/w10E30sGsvM

Curious about how family offices are evolving? 💼 With private wealth on the rise, family offices have more resources and higher demands. My colleague Shawn Wang shares his insights on the professionalisation of family offices and why using private capital is a game-changer. Download Ocorian’s guide below 👇 https://lnkd.in/eBXbbfqi

This article provoked a few fundamental questions. What are some of the key distinctions between how first generation & historic family offices invest? It appears as if some, such as legacy offices are more focused on wealth preservation while others such as first generation offices are more focused on growth. But what if I told you that both can be approached by the same strategy. I'm curious to learn about what the average family office target's as far as return on total AUM & what risk they're willing to tolerate to achieve such? I'm also keen on learning how family offices construct & balance their portfolios? https://lnkd.in/g3rMPnHF #singlefamilyoffice #familyoffices #familyoffice #privateinvestors

I’m excited to share the launch of our Family Office regional reports series! 🌍 This series delves into the nuances, trends, and themes shaping family offices across various regions. In our first report, my colleagues Michael Harman, Tracey Neuman, and Ella Pinnock examine the evolution of family offices in Europe, the UK, and the Crown Dependencies, focusing on wealth succession, investment planning, and asset growth. 📥 Download the report here: https://lnkd.in/eJgEBS7X

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:

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:

Similar to what we saw in 2010 and 2012, private equity investors are starting to demand cash returns. Here is how we’ve seen this trend impacting family offices: 1️⃣ Decision making Almost half of U.S. family offices have the family principal making investment decisions, while internationally, it's more common for committees to make these decisions (46% vs. 25% in the U.S.). 2️⃣ Cultural differences European and Asian family offices tend to think long-term, planning for decades ahead. In contrast, U.S. family offices often seek quicker returns, influenced by a culture of fast results. 3️⃣ Generational focus European family offices emphasize nurturing and educating the next generation, ensuring a smooth transition of wealth and responsibilities. This approach helps sustain the family's legacy over generations. Decision-making processes and cultural or generational differences can greatly affect the availability of funds when investors start asking for returns, like now. Understanding these differences can help family offices make better investment decisions and ensure long-term success. How is your family office handling these challenges? Feel free to share your thoughts or experiences below! #familyoffice #advisor