About the survey

In September 2022, Global Partnership Family Offices (GPFO) in collaboration with Moonfare surveyed 55 representatives from family offices with investable assets ranging from $0-$50 million to over $1 billion. The purpose of this report is to gain greater insight into how family offices perceive private market investments both now and in the future.

Key highlights

• Roughly 58 percent of our respondents indicated their family offices have increased allocation to private markets in the last two years. Just under a fifth of all surveyed said they had done so significantly.

• Similarly, over 50 percent hold a positive outlook for private market assets over the coming year, by contrast, family offices are much less enthusiastic about public market securities. For instance, over three quarters hold a negative outlook on public fixed income.

• For nearly a quarter of our family offices, exploring new asset classes was identified as a priority when it comes to adjusting the investment process in the near future.

• More than half of respondents indicated that both venture funds and direct venture deals are primarily used when it comes to private market allocation, followed closely by growth funds and direct growth deals.

‍‍‍‍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. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Subject to eligibility.