29 Mar 2022

When family offices meet funds


This article discusses why family offices are gravitating towards pooled investment vehicles in managing their assets. Because, the chemistry is undeniable.

The needs of the ultra-high net-worth have since evolved from simply assets preservation and succession planning to a more active, institutional-like desire to grow what they own. This is down to reasons such as the emergence of new generations with new ideas, as well as a whole new range of investment and risk management opportunities. Also, family offices increasingly see the advantages of streamlining management to optimise economies of scale and expertise-sharing. Plus, using pooled investment vehicles minimizes the potential of family disputes as it removes the responsibility of, among other things, managing the assets from the family itself.

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