Performance
Between Q1/Q2 2018 and Q1/Q2 2019, global family offices’ overall investment performance cooled, with the average portfolio returning 5.4%.
Asset Allocation
Global equities and private equity continue to constitute the top asset classes family offices invest in, with portfolio
shares of 32% and 19%, respectively.
Going forward, family offices aim to further diversify their portfolios, with significant numbers reporting that
they are planning to make larger allocations to developing market equities, private equity, and real estate.
