Ocorian deep dive into the nuances, trends and themes of the evolving landscape of family offices across different geographies.
We look at the natural succession of wealth and leadership within families, how the professionalisation of the family office has changed in the past five years, and what services we provide that can assist you on your journey.
Our experts at Ocorian respond to the UK, European and Crown Dependencies' data that we’ve gathered from our international study, and explore the evolving landscape of family offices through natural succession of wealth, investment planning and the increase of assets across Europe, the United Kingdom, and the Crown Dependencies.
Key research findings:
- The natural succession of wealth and leadership within families
- With investment planning comes tension
- Greater professionalisation leads to more robust governance
- The trend driving the increase of assets
- The biggest challenges facing family offices
- What’s next for family offices?
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