About the report

The ‘Family Offices and Investment – The Generation Shift’ report explores how the COVID-19 pandemic has affected the investment priorities of family offices and the leading role of the ‘NextGen’ in the investment process.

Based on findings from a survey and information from Family Capital’s Analytics database, the report looks at NextGen involvement, the pandemic and investing, governance and family management – including the impact of technology, as well as tax and political risk.

Geographical breakdown of Family Capital survey respondents

10%

Asia

5%

Middle East

50%

Europe

35%

USA