UBS puts out a quite long, but interesting, analysis of how family offices invest: the UBS Global Family Office Report.
Some take-aways: a shift towards more fixed income (no surprise there). A shift to more actively managed investments. 42% of assets in alternatives! Does the large percentage in alts make sense because with great wealth comes greater access to better deals? Does it make sense for multi-generational planning but not so much for single-generation? Is risk tolerance higher?
Certainly many Bogleheads include real estate investments. Do some of the other other alts, e.g., funds of funds for private equity (11% allocation) make sense to those of us not in the top of the top wealth bracket?
Some take-aways: a shift towards more fixed income (no surprise there). A shift to more actively managed investments. 42% of assets in alternatives! Does the large percentage in alts make sense because with great wealth comes greater access to better deals? Does it make sense for multi-generational planning but not so much for single-generation? Is risk tolerance higher?
Certainly many Bogleheads include real estate investments. Do some of the other other alts, e.g., funds of funds for private equity (11% allocation) make sense to those of us not in the top of the top wealth bracket?
Statistics: Posted by Elric — Thu May 23, 2024 12:33 pm — Replies 22 — Views 1285