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Dentons launches Dentons Family Office Direct Investment Survey Report

Date: 12 Jan 2023

Silvia Ricciardi

Global law firm Dentons publishes a comprehensive survey of nearly 200 family office respondents from 32 countries.

Dentons launches its Dentons Family Office Direct Investment Survey Report, following a comprehensive survey of nearly 200 family offices from 32 countries. Survey respondents included family members, C-suite executives, investment professionals and other family office staff members.

The report outlines the key factors driving family office investment strategies and outlook for 2023 and includes data on family offices from multiple sources so that the analysis reflects how family offices are actually approaching their direct investing globally.

Key findings include:

  • Skepticism around digital asset investment is on the rise, but some family offices are still looking at this asset class
  • Improved deal flow is the top priority for family offices in 2023
  • Family offices are defensively positioned amid market volatility
  • Family offices are grappling with numerous direct investment challenges, including taking on too much operational risk (45% of respondents), finding high-quality deal flow (43%), having control of exit options (42%) and finding enough time for proper due diligence (41%)
  • Family offices use diversification with 85% of family offices believing in broad diversification of factors, and 74% using diversification across geographies
  • 65% of respondents agree that deep expertise in specialist areas is the most important criterion when selecting an external partner, service provider or supplier

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