Among wealth managers, family offices face a unique challenge of marrying long-term investment goals with the existing family’s values.

This combination has come under the spotlight recently in part due to two key changes; namely, the shift in the economic landscape and the changing nature of these values as families enter the next generation.

After a period of relative calm, many family offices now find themselves trying to realign existing portfolios while simultaneously seeking to bring the mandates of the new generation of families into reality.

While apparently separate, these two occurrences do have one thread in common; an increase in the presence of and interest in private market assets.

In our latest whitepaper, produced in conjunction with Global Partnership Family Offices, we look to understand some of the major hurdles facing the modern family office, as well as the role private markets play for them both now and into the future. Key findings include:

• Around 58 percent of responding family offices have increased their allocations to private markets in the past two years. Just under a fifth of all surveyed have done so significantly.
• Roughly a quarter of family offices identified exploring new asset classes as a priority when it comes to adjusting their investment process in the future.
• More than 80 percent of respondents note both the potential for higher risk-adjusted returns and the ability to become a value-add investor as significant benefits of private equity

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This survey has been released in tandem with the launch of the Moonfare Private Investment Office (MPIO), our dedicated private markets platform empowering eligible family offices to invest in exclusive private market funds.

For more on what MPIO has to offer – including access to an advanced fund pipeline and industry-grade due-diligence reports – and to see if it is right for you, get in touch with your local Moonfare Partnerships Manager today.

‍Important notice: This content is for informational purposes only. Moonfare does not provide investment advice. You should not construe any information or other material provided as legal, tax, investment, financial, or other advice. If you are unsure about anything, you should seek financial advice from an authorised advisor. Past performance is not a reliable guide to future returns. Don’t invest unless you’re prepared to lose all the money you invest. Private equity is a high-risk investment and you are unlikely to be protected if something goes wrong. Subject to eligibility. Please see https://www.moonfare.com/disclaimers.