2019全球家族办公室报告( 英文 94页)

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Contents

Preliminaries

02 Forewords

04 Executive Summary

1. The Family Office Landscape

07 1.1 Introduction

08 1.2 Overview of Participants

2. Family Office Investments

15 2.1 Family Office Allocations

15 Investment Strategy

16 Asset Allocation and Yearon-Year Changes

20 Expected Allocations for 2020

21 Preparing for the Future

21 Portfolio Leverage

25 2.2 Family Office Asset Class Focus

25 Private Equity

29 Real Estate

31 Sustainable Investing

33 Impact Investing

37 2.3 Family Office Performance

3. Taking the Pulse

45 3.1 Geo-Politics and the Economy

47 3.2 Climate Change and Sustainability

48 3.3 Social and Economic Inequality

49 3.4 Technology and Transformation

4. A Regional Outlook

52 4.1 Europe Family Office Highlights

54 4.2 North America Family Office Highlights

56 4.3 Asia-Pacific Family Office Highlights

58 4.4 Emerging Markets Family

Office Highlights

5. Family Office Structures

62 5.1 Family Office Costs

67 5.2 Family Office Human Capital

6. Purpose

71 6.1 Governance, Risk, and Cyber Security

76 6.2 Family Office Succession Planning and the Next Generation

81 6.3 Philanthropy

7. Conclusion

85 7.1 Advice for the Future

内容

初识

02前言

04执行摘要

1.家庭办公室分布

07 1.1简介

08 1.2参与者概述

2.家族办公室投资

15 2.1家庭办公室的分配

15投资策略

16资产配置和同比变化

2020年20个预期分配

21为未来做准备

21投资组合杠杆

25 2.2家族办公室资产类别重点

25私募股权

29房地产

31可持续投资

33影响力投资

37 2.3家族办公室的表现

3.发展脉搏

45 3.1地缘政治与经济

47 3.2气候变化与可持续性

48 3.3社会和经济不平等

49 3.4技术与转型

4.区域展望

52 4.1欧洲家庭办公室摘要

54 4.2北美家族办公室要点

56 4.3亚太家族办公室要点

58 4.4新兴市场家庭办公室亮点

5.家族办公室的结构

62 5.1家庭办公室费用

67 5.2家族办公室人力资本

6.目的

71 6.1治理，风险和网络安全

76 6.2家族办公室继任计划和下一代

81 6.3慈善事业

7.结论

85 7.1未来建议