Everything You Need to Know about Family Office Investments

Yet, there are some best practices that are common to top industry professionals when it comes to their investment decisions. A concentration on the allocation of assets is among them.

Risk-taking with a calculated approach, investing in alternative options, and identifying appropriate investment themes are a few others.

Family offices are long-term investors that have an extensive portfolio of alternative investments that retain the flexibility to adapt to changes in the market. You can visit www.ubs.com/global/en/global-family-office/home.html for family investment in Switzerland.

Why Are Family Offices Engaging More in Direct Investment?

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These qualities are linked to the ability to sustainably navigate the stress of life over many generations.

Find out more about their secret sauce to ensure a successful investment performance.

Asset allocation for family offices

Asset allocation is an important element of any investment strategy that seeks to diversify investments and balance risk and returns. This element of the investment strategy and procedure is not often outsourced or central to an office run by a family.

Family offices are long-term service institutions designed to and for the family unit and are perfectly placed to know and establish the goals of the family's investments as well as risk tolerance and time horizon in order to protect the wealth of generations.

Strategic asset allocation

The global average family office's strategic asset allocation is 32% to equity investments and 18 percent to fixed income and 18 percent to private equity 13% goes in real estate investment, 10 percent to cash, six percent to hedge funds, and the rest of 3percent to precious metals, gold commodities, antiques and works of art.