Ocorian's 2024 Global Family Office Report

Ocorian has commissioned a global survey into key themes and strategies facing Family Offices across 25 jurisdictions. 

Ocorian’s Private Client team undertook a piece of primary research which reveals the key investment themes facing family offices – everything from their approach to asset allocation and investment strategies. It also uncovers their increasing professionalisation – how they plan to manage core functions, which jurisdictions they prefer and their succession plans.

We have amalgamated our research into a comprehensive global Family Office report, segmenting the findings across our jurisdictional reach, including the UK, Europe, Asia, the Middle East, the Americas and Africa. We hope this report serves as a valuable resource and provides actionable insights. Our global Family Office report will be followed by jurisdictional reports and insights as we take a deeper dive into the regional Family Office nuances.

Topics discussed in the report are:

• Family Office investment strategies
• Next generation and succession planning
• The role of third-party outsourcing
• The professionalisation of the Family Office
• Family Office operations and structuring
• Key trends and areas of focus

Ocorian Family Office Services

• Formation & administration of a family office
• Working with an existing family office
• HR support services 
• Lifestyle & luxury assets 
• Family governance
• Resident & relocation services 
• Specialist setup requirements

Download our Global Family Office Report below: