花旗银行：2025年全球家族办公室报告（中译版）（161页） .pdf

1、2025Global Family Office Report 2025Contents Foreword 45 Executive summary 69 Survey particulars 1013 Investment strategy and sentiment 14 33 Asset allocation changes in the last year Investment strategy adjustments in response to April 2025s market volatility Estimated mark-to-market portfolio valu

2、e change year to date Near-term worries impacting financial markets and the economy Asset class sentiment for the next 612 months Expected portfolio return for the full year Citi Wealths Chief Investment Office views 34 37 Portfolio construction and management 3857 Allocation by asset class Asset al

3、location by geography Concentrated positions held Strategies to manage risk of concentrated positions Amount of leverage employed Financing needs Investments in digital assets Interest in type of digital assets Art advisor for art collections Private equity 5872 Private equity allocation by fund typ

4、e in the last 12 months Engagement with direct investments Direct investing strategy adjustments Direct investing stage preference in the last year Controlling stakes in operating businesses Acquisition of companies via a control transaction EBITDA range for potential acquisitions Family office mana

5、gement 73119Family office primary focus Family office services provided Family office CIO Family office working with external investment advisors Services provided by external investment advisors Investment decision making Overall professionalization of the investment function Professionalization of

6、 the family office beyond investing Formalized service delivery in the family office Measuring the family office Top priorities for technology adoption in the family office Barriers to technology adoption in the family office Use of artificial intelligence(AI)in the family office Estimated cost of m