NextGen takes bigger role in driving family office investment strategy - research

News Team, 16/05/2023

Younger family members are increasingly taking a bigger role in driving the investment strategy of family offices, research from fiduciary and family office services provider Ocorian showed.

Its international study with 134 family office professionals responsible for around $62.43 billion assets under management found 87 percent reported more involvement from the next generation in developing and reviewing the investment strategy of their family office.

More than a third ...

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