Family Office Investment Strategy: A Multi-Generational Framework
A sound family office investment strategy is the difference between wealth that compounds across generations and wealth that evaporates by the third. That distinction matters more than ever: family offices now manage an estimated $5.5 trillion globally, and the number of single family offices grew 31% between 2019 and 2024 to over 8,000 worldwide. Yet for emerging offices managing $10 million to $50 million in assets, the challenge is acute. You face the same portfolio construction questions as the billionaire dynasties, but with fewer resources, thinner teams, and less margin for error. This guide provides a complete family office portfolio management framework, from asset allocation and governance to the cross-border considerations that matter most for Asia-Pacific families building institutional investment infrastructure for the first time. What the Composite Family Office Portfolio Actually Looks Like Forget the 60/40 portfolio. Family offices invest nothing like retail inv...