Family offices' readjustment plans

Explore the impact of rising interest rates on Family Offices' asset allocations in Roland Berger's latest study.

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Chart of family offices' asset allocation plans

Rising interest rates are driving Family Offices to adapt their asset allocations, according to Roland Berger’s latest family office study.

The focus is primarily on real estate and equities, but private equity investments and fixed-income investments are also increasing in importance for family offices.

You can find out more about the new challenges, investment trends and the increasing importance of ESG criteria for family offices in their latest study in collaboration with the WHU Institute of Family Business & Mittelstand at WHU – Otto Beisheim School of Management:

https://bit.ly/3Kvd5Ow

  • Interest rates
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