2025年全球家族办公室报告

Core Insights - The report highlights the evolution of family offices from traditional support entities to strategic cores of family wealth and legacy management, emphasizing a "family-first" perspective [1][22] - Family offices are increasingly focusing on diverse services beyond financial management, including education, career development, and well-being support, with over half of surveyed offices offering educational services (56%) and career development (52%) [1][2] - The majority of family offices are single-family offices (SFOs), accounting for 95% of the total, with a significant presence in Europe (65%) [1][2] Family Office Functions - Key functions of family offices include diversification of investments (29%), wealth preservation (23%), next-generation education (10%), and governance (10%) [2][51] - Services related to family governance and legacy are primarily managed in-house, while tax and legal services are often outsourced, with larger asset bases leading to a higher proportion of internal services [2][47] Emerging Trends - The report identifies nine evolving identities of family offices, including embedded, administrative compliance, investment, and founder types, which adapt to family needs [2] - Thirteen emerging trends are reshaping the industry, focusing on generational wealth transfer, accelerated ESG investments, digital transformation, and heightened regulatory requirements [2] Future Directions - Family offices are expected to evolve in three main areas: professional governance, operational flexibility, and diversified value creation, enhancing family cohesion and social impact [2] - The modern family office is characterized as a platform balancing tradition and innovation, privacy and responsibility, with a focus on supporting intergenerational prosperity [2]