New report reveals changing family office investment focus

Date: 14 Apr 2023

Vicente Luckina Bunn

A new report from Aeon Investments reveals a major shift in investment strategies of family offices, partly driven by the need for succession planning.

A new report from Aeon Investments, the credit-focused investment manager based in London, reveals a major shift in investment strategies of family offices, partly driven by the need for succession planning but also by the search for yield against a background of rising macroeconomic uncertainty.

The report, which is based on research with senior investment managers and wealth managers working for family offices with a total of $98.4 billion in AUM shows increasing use of alternative assets in general and illiquid assets including private debt, private credit and real estate in particular.

Almost all (97%) family office professional investors interviewed agree that the impact of COVID-19 accelerated the integration of succession planning into long-term strategies.

This has translated into increased education for younger generations and the study shows they are having a bigger influence on investment planning. Nearly two out five (39%) family office executives strongly agree that younger family members are driving increased interest in sustainable investment and another 58% slightly agree.

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