
全球家族办公室投资见解-高盛-24页
- 时间:2021 年
- 分类:其它
- 页数:24
特别声明:本网站所有报告均来源自各大网络公开发表的报告,我公司做收集和整理,所有报告版权均归发布方所有。付费价格仅为报告搜集、整理的技术服务费,与报告的实际价值无关。仅限学习交流请勿用于商业用途。如损害你的权益请联系我们,我们将快速给予处理。
全球家族办公室投资见解-高盛-24页

Widening the
Aperture
Family Office Investment Insights
We are pleased to share our inaugural
Goldman Sachs family office report with you—
Widening the Aperture:
Family Office Investment Insights—
which draws from our firm’s first global survey
of family office stakeholders and from our
collective experience working with family offices.
The family office community has rapidly transformed. While
industry metrics are limited and widely varied, our observations
and experiences suggest that this investor base continues
to grow in size and influence. Across this landscape, family
offices differ substantially in their purpose, investment policy,
and infrastructure. Some handle the ongoing management of
noninvestment family affairs, including tax and estate planning,
philanthropy, and risk management. Other family offices have
significant operating and portfolio company interests. Others
transact and operate similarly to traditional hedge funds. At
Goldman Sachs, we have had the opportunity to build longterm relationships with family offices and family-controlled
enterprises around the world with diverse needs and objectives.
Our distinct position serving the family office community
across our global franchise affords us unique perspectives on
this highly complex investor base. This report encapsulates the
views of over 150 distinct family office decision-makers from
every major region, along with our shared observations on the
institutional family office landscape. We strive to capture the
compelling themes and common investment behaviors across
a wide array of family offices, focusing on the subset whose
asset bases are in line with other institutional investors and
whose investment management functions are mostly provided
by a robust team of in-house investment professionals.
Our findings are organized into three principal areas of
discussion: the evolving family office industry, current and future
asset allocation, and family office investing themes. As family
offices continue to grow in number and size—amid increased
monetization events and equity valuations—we have witnessed
their influence on the capital markets grow in tandem. It is
our view that this momentum is more than likely to endure,
given the sophistication of family offices and their relatively
unique position of being unencumbered by benchmarks, fixed
mandates, exit timelines, and outside investors.
While the respondents of this survey hail from family offices, our
objective is for these findings to be helpful to family offices and
non–family offices alike. We believe that providing a peek under
the hood into the institutional family office cohort’s interests
and priorities can reveal established and emerg...
-家族办公行业聚焦家族办公室:毕马威中国私人和家族企业团队发布的新闻通讯系列,分享有关家族办公室市场-2020-08-06
中航信托-2021中国家族财富与家族办公室调研报告.pdf
2020中国家族办公室白皮书.pdf
高盛-2019全球投资展望-2018.12-13页
高净值人士家族财富传承研究-43页