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1、Cover Alexander Spatari/Getty ImagesFamily Office Study 2024 Current challenges,asset allocation and the internationalization of family officesFebruary 2025Family Office Study 20242Family offices are currently facing significant challenges such as fluctuating interest rates,geopolitical upheavals an

2、d potential recession impacts.To address these challenges and seize investment opportunities,they have been actively adjusting their asset allocation for several years.Real estate,funds and fixed-income investments are being prioritized as key asset classes by family offices.Private equity particula

3、rly in the shape of direct investments closely follows these most popular asset classes,while simultaneously experiencing the strongest growth.Thematically,family offices frequently place their focus on medicine&healthcare,IT&digital businesses,and infrastructure.Approximately 60%of family offices i

4、nvest abroad,primarily in North America and Europe,which are considered the most appealing regions outside their home markets.While family offices from various countries perceive target regions slightly differently,they invest abroad mainly to diversify risk and ensure access to unique investment op

5、portunities that are not available on their home markets.Overall,family offices are generally satisfied with their private equity investments abroad.From an organizational perspective,cybersecurity and digitalization are major concerns.Additionally,it is becoming increasingly important to involve di

6、fferent generations of the entrepreneurial family in the family office through appropriate governance structures.This study is based on an online questionnaire that was completed by 100 family office professionals mainly from the DACH region.Executive summarySource:Roland BergerFamily Office Study 2