重点关注家族理财办公室（英）-2024.1-11页

CoverAhmetKUSAKOG/iStockFamilyOfficeStudy2023Currentchallenges,investmenttrendsandthegrowingimportanceofESGcriteriaJanuary20242FamilyOfficeStudy2023Inanutshell...ExecutivesummaryFamilyofficesarebecomingkeyplayersinthefinancialworld.Theyareincreasinglyinvolvedincapitalmarkettransactions-andthetrendisrising.Atthesametime,theyfacenumerousinternalandexternalchallenges.Inthewakeoftwopandemicyears,yetmoreupheavalhasbeendeliveredintheformofglobalsupplychainissuesandtheenergycrisis.Andthecurrentmarketenvironmentwithitshighinflation,risinginterestratesandrecessionarydevelopmentsaresignificantlyaddingtothepressure.Giventhesechallengingcircumstances,familyofficesaretakingtheopportunitytoreadjusttheirassetallocation.Realestateandstocksaretheirmainfocus,andprivateequityisalsogrowinginrelevance.Currenttargetsectorsfortheirinvestmentsaremedicine&healthcareaswellasIT&digitalbusinessmodels.FamilyofficesarealsoplacinggreaterfocusonESGcriteriaintheirdecisionmakingandareincreasingtheirlevelofengagementthroughimpactinvesting.Besidescybersecurity,digitalization,processprofessionalizationandtheshortageofworkforce,otherinternalchallengesincludetheneedtoestablishappropriatestructuresfortransferringthebusinesstothenextgenerationofthefamily.ThesearethekeyfindingsofthelatestFamilyOfficeStudybyRolandBergerandWHUbasedontheviewsoffamilyoff...