Most of the assets of family offices worldwide were invested in traditional assets as of 2021. Around one third of the assets were placed in equities, which was the most common asset class. The most common class among alternative assets was private equity, with 21 percent of invested family office assets, which makes it the second largest asset class.

Half of the assets of family offices worldwide in 2023 were invested in equities. Public market equities accounted for around 28 percent of total asset allocation among institutional family offices worldwide, while private equity accounted for 22 percent of assets.

The leading investment themes among global family offices in 2023 was digital transformation, with 75 percent of the respondents. Health tech ranked second, with 67 percent of family offices seeking investments in this sector, followed by automation and robotics and green tech.

The family office market size was valued at USD 19.09 billion in 2024 and is expected to reach USD 42.76 billion by 2037, registering around 6.4% CAGR during the forecast period i.e., between 2025-2037. North America industry is predicted to hold largest revenue share of 44% by 2037, North America industry is anticipated to account for largest revenue share of 44% by 2037

The main strategy, or mission, among family offices worldwide in 2021 was capital appreciation for multigenerational wealth. According to a survey from the first half of 2021, 80 percent of family offices stated that this was their primary mission. The second most commonly stated strategy was wealth preservation, being stated by 52 percent of responding family offices.

This statistic shows the most valued functions of family offices by China's high-net-worth individuals (HNWI) as of 2018. According to the survey results, the most valued function of family offices is wealth planning and inheritance, chosen by 61 percent of surveyed HNWIs who had at least heard of family offices as of the survey period.

Current data on Institutional Investors, Institutional Investment Consultants, Institutional Investment Managers and Family Offices.

India FII/FPI Investments: Asset Under Custody: High Risk: Family Offices: Debt data was reported at 0.000 INR mn in Oct 2018. This stayed constant from the previous number of 0.000 INR mn for Sep 2018. India FII/FPI Investments: Asset Under Custody: High Risk: Family Offices: Debt data is updated monthly, averaging 0.000 INR mn from Oct 2014 (Median) to Oct 2018, with 49 observations. India FII/FPI Investments: Asset Under Custody: High Risk: Family Offices: Debt data remains active status in CEIC and is reported by National Securities Depository Limited. The data is categorized under India Premium Database’s Financial Market – Table IN.ZA032: Foreign Institutional Investors (FII) / Foreign Portfolio Investors (FPI) Investment: Assets Under Custody: by Categories.

Exclusion-based investments was the most common sustainable investment strategy among family offices in Middle East and Africa, Western Europe, and the United States as of 2022, while environmental, social and governance (ESG) integration was the most common strategy in Latin America and the Asia-Pacific region. The United States had the highest share of family offices without sustainable investments, at 61 percent.

Financial overview and grant giving statistics of The Craves Family Foundation

Financial overview and grant giving statistics of Somaiya Family Foundation

The Family Office market has emerged as a critical component in the wealth management industry, catering to the growing number of ultra-high-net-worth individuals (UHNWIs) seeking personalized financial solutions. A Family Office provides comprehensive wealth management services, encompassing investment management,

Financial overview and grant giving statistics of Family Office Foundation Incorporated

The global Family Office Software Solutions market is expected to witness exponential growth over the forecast period, with a CAGR of XX% during 2025-2033. The market is driven by factors such as the increasing complexity of family offices' operations, the growing need for data security and compliance, and the rising adoption of cloud-based solutions. The market is expected to be dominated by North America, followed by Europe and Asia Pacific. Major industry players include Addepar, Asset Vantage, Backstop Solutions, Bill.com, Black Diamond, Clarity AI, Copia, Eton Solutions, Fundcount, Masttro, Mirador, Northern Trust, PCR Insights, Accordia Group Ruby, SS&C Technologies, Altoo, Assetgrip, Elysys, FINARTIS Group, Dynamo Software, Allvue Systems, Hemonto, QPLIX GmbH, and FA Solutions. These companies are investing heavily in research and development to develop innovative solutions that can meet the evolving needs of family offices. They are also forming strategic partnerships and alliances to expand their global reach and market share.

This statistic shows the knowledge of China's high-net-worth individuals (HNWI) on family offices as of 2018. According to the survey results, 45 percent of surveyed HNWIs had never heard of family offices as of the survey period.

In 2020, family offices participated in 53 investment deals in India. This was by far the lowest number of deals since 2015. Family offices are private wealth management entities that serve one or a small number of ultra-high-net-worth households (UHNWH).

Angel investments and family offices Start-ups as well as micro, small, and medium enterprises (MSMEs) that want to expand their scope of business depend on external funding. This field of business has diversified in recent years. Besides investment companies and funds, more and more wealthy individuals and enterprise founders took up investing, predominantly in early funding stages. Angel investors usually offer know-how in addition to their investment, whereas family offices act as wealth management entities for their clients.

Startup funding in India The number of startup funding deals has been high for several years in India. Even the coronavirus (COVID-19) pandemic could only sparsely slow down the funding activity. Fintech startups received the highest amount of funding in recent years, although Edtech dominated in 2020. Education platform BYJU’s received the highest funding that year with 1.2 billion dollars. The most attractive city for startups was Bengaluru in Karnataka.

As of 2024, cash accounted for the largest portion of total assets for high net worth investors. In contrast to family offices where cash made up 11 percent of assets under management (AUM). Alternatives were the largest assets class among family offices, accounting for over 40 percent of AUM allocation.

Financial overview and grant giving statistics of Goss Family Foundation

SNSA12 - One Parent Family Payments per 100 families with a child under 20 years. Published by Central Statistics Office. Available under the license Creative Commons Attribution 4.0 (CC-BY-4.0).One Parent Family Payments per 100 families with a child under 20 years...