The old adage that “once you have met one family office, you have met one family office” is certainly true. All family offices are unique and have their own goals and values. However, that is not to say there are not trends and patterns among them.
One area where there are clear trends is in family offices’ investment strategies. Again, the specifics will vary but there are many similarities particularly in relation to asset allocation.
Estimates vary as to the number o...