All articles tagged with #family offices
Originally Published 2 months ago — by CNBC
Despite a 63% decline in direct investments by family offices in 2025, they continue to participate in large funding rounds for AI startups, with deal values tripling and a shift towards bigger investments over the past decade, reflecting rising ambitions and pursuit of higher returns.
Originally Published 2 months ago — by CNBC
Family offices are becoming more cautious in their investments due to concerns over dollar depreciation, tariffs, and geopolitical tensions, leading to increased cash holdings and lower return expectations, especially in private equity and venture capital.
Originally Published 4 months ago — by CNBC
Ultra-wealthy families and their investment firms are increasingly investing in sports, including major leagues, social clubs, and emerging sports, viewing these as long-term, inflation-hedging assets with passion-driven and value creation motives, despite a cautious approach towards women’s leagues and minor sports.
Originally Published 4 months ago — by CNBC
Family offices are increasing their investments in stocks and AI-related assets while reducing private equity holdings, driven by market dislocations and geopolitical concerns, with notable regional differences in risk management strategies such as gold and cryptocurrency holdings.
Originally Published 4 months ago — by CNBC
In August, billionaire family offices made significant investments in sectors like drones and nuclear energy, including a notable $863 million funding round for a nuclear fusion startup and backing for a German drone manufacturer by Peter Thiel, amidst a generally slow deal-making month.
Originally Published 4 months ago — by Yahoo Finance
Wealthy family offices and investors, including Warren Buffett's Berkshire Hathaway, increased their stakes in UnitedHealth Group amid the company's recent struggles, leading to a significant share price rise. Other notable investments included tech stocks like Apple, Nvidia, and Taiwan Semiconductor, with some major fund shifts observed in 13F filings. The moves highlight contrarian and value investing strategies during a turbulent period for UnitedHealth.
Originally Published 6 months ago — by CNBC
In June, family offices increased their investment activity, making 60 direct investments, particularly in biotech and healthcare firms like Antheia, driven by a desire for impactful and profitable scientific breakthroughs, leveraging their patient capital.
Originally Published 6 months ago — by CNBC
Family offices are increasing their investments in alternative assets like private credit and infrastructure, with a focus on diversification and risk management, amid a private equity slump, according to a BlackRock survey.
Originally Published 1 year ago — by Yahoo Finance
The business of catering to the ultra-rich is booming in Perth, Australia, driven by a surge in family offices that manage the wealth of centi-millionaires and billionaires, many of whom have made their fortunes in the mining industry. This trend reflects a broader global increase in family offices, which offer personalized financial services and tight control over assets. Despite challenges like a limited local talent pool, Perth's family offices thrive on a culture of familiarity and risk-taking, rooted in the region's mining heritage.
Originally Published 1 year ago — by CNBC
The number of family offices worldwide has tripled since 2019, with North America leading the count. These offices, managing over $6 trillion, are attracting attention from private equity firms and alternative managers seeking to raise funds. Despite recent disappointments in venture capital and private equity returns, family offices remain optimistic about the future and are increasingly seeking higher returns through alternative investments. This trend has prompted firms like Blackstone to aggressively target the family office market, recognizing it as a substantial and growing opportunity.
Originally Published 1 year ago — by Business Insider
Frustrated by healthcare's limitations, wealthy individuals like Maximilian Winter are investing in biotech and longevity startups to extend health span and live longer. Winter, a seventh-generation heir, has invested over $20 million in healthcare and life sciences, aiming to develop better treatments and technologies. However, challenges such as risky investments and snake oil salesmen in the industry persist. Other wealthy individuals, like Peter Fioretti and Eric Becker, are also investing in longevity-focused ventures, driven by personal health struggles and family history. These investors are seeking to not only extend lifespan but also improve health and well-being as they age.
Originally Published 2 years ago — by CNBC
Family offices, the private investing arms of wealthy families, are shifting their investments out of public stocks and into private markets, according to a survey by Campden Wealth and RBC. The survey found that family offices now have more of their money invested in private equity, venture capital, and private debt (29.2%) than in publicly traded stocks (28.5%). This marks the first time in the survey's history that family offices have allocated more to private markets than public stocks. The survey also revealed that family offices plan to further increase their allocations to private markets, with a focus on private equity funds and direct private equity deals. This shift reflects a broader trend among family offices seeking better long-term returns and reduced volatility compared to stocks.
Originally Published 2 years ago — by Cointelegraph
A Goldman Sachs report reveals that 32% of family offices currently hold investments in digital assets, including cryptocurrencies, NFTs, DeFi, and blockchain-focused funds. Most family offices invest in digital assets due to their belief in the power of blockchain technology. The proportion of investments in cryptocurrencies among investors interested in digital finance has risen significantly since 2021, from 16% to 26%. However, the interest in potential investments in crypto has crashed this year, with just 12% of investors indicating it, down from 45% in 2021.
Originally Published 2 years ago — by Blockworks
A survey conducted by Goldman Sachs revealed that 62% of family offices are not interested in investing in cryptocurrencies, up from 39% two years ago. This indicates a growing skepticism towards the crypto space among institutional investors.