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JP Morgan Global Family Office Report 2024: 190 Family Offices with $864 Million Average AUM, 82% for 2 & 3 Generations, Average Annual Cost $3.2 Million, Average 11 Employees, Top 3 Goals are Manage Financial Assets, Succession Planning & Wealth Advisory, Average Investment Target Return 10.8%, Asset Allocation in Public Equities 26%, Alternatives 45%, Fixed Income & Cash 20%, Commodities 1.5%, Infrastructure 0.5%, Other 5%

17th May 2024 | Hong Kong

JP Morgan has released the JP Morgan Global Family Office Report 2024, providing key insights into 190 single family offices globally with average $864 million AUM (Assets under Management).  No. of Generations served in family office – 1 generation 11%, 2 generations 45%, 3 generations 37%, 4 generations 6%, 5 generations 1%.  No. of Households served in family office – 1 household – 24%, 2 to 3 households 26%, 4 to 5 households 26%, 6 to 10 households 16%, More than 11 households 8%.  Top 3 Family Office Goals – Managing financial assets of the family 96%, Succession planning & preparing for the next generation 69%, Wealth Advisory 66%.  Top 3 International Family Office Goals (Exclude United States) – Managing financial assets of the family 100%, Wealth Advisory 70%, Succession planning & preparing for the next generation 65%.  Cost of running family office – Average $3.2 million, Median $1.3 million.  Average family office annual cost AUM $50 m to $500 million – $1.5 million.  Average family office annual cost AUM $501 m to $999 million – $2.7 million.  Average family office annual cost for AUM > $1 billion – $6.1 million.  Typical operating costs – Facilities, Staffing, Technology, Risk management, Investment, Accounting, Legal, Taxes.  Average employees in family office – 11 employees.  Family Office average employees AUM > $1 billion – 19.7 employees.  Family Office average employees AUM $501 m to $999 million – 9.3 employees.  Family Office average employees AUM $50 m to $500 million – 6.1 employees.  Family Office Services Financial Assets Management (In-house) – Private Investments 78%, Investment Management 66%, Trading & Market Execution 29%, Investment Banking Services 16%.  Family Office Services Administration (In-house) – Financial Administration 88%, Staffing & Compensation 87%, Balance Sheet Aggregation & Reporting Services 75%, Concierge & lifestyle Services 64%, Speciality Asset Management & Maintenance 47%, Accounting & Taxes 46%.  Family Office Services Legacy, Succession Planning & Philanthropy (In-house) – Philanthropic Services 72%, Family Office Governance / Succession Planning 57%, Family Wealth Education 46%, Estate Planning 36%, Matrimonial & Family Planning 21%.  Family Office Services Risk Management (In-house) – Insurance Management 47%, Cybersecurity Services 18%, Legal Services 17%.  Governance in family office – Investment committee 43%, External advisors that review the family office portfolio periodically 37%, Board of directors 33%.  With Family Council (United States / International) – 14% / 30%.  Promote cohesion with a family constitution (United States / International) – 13% / 28%.  6 Ways To Promote family cohesion – Regular whole family meetings 37%, Family assembly 24%, Family retreat 23%, Written family history &/or regular family storytelling 19%, Family council 18%, Family constitution 17%.  Top Concern in promoting family cohesion (United States / International) – Individuals have a sense of personal achievement, and that wealth does not lead to complacency 57% / 37%.  5 Ways to Prepare Next Generation in family office – Philanthropic endeavours 39%, Require professional experience outside the family operating business or office 38%, Encourage entrepreneurial spirit by providing access to capital for startups &/or direct investing 36%, Involve next generation in operating business 32%, Shield individuals from extent of family’s wealth 23%.  Investment decisions in family office – Family principal 48%, Investment committee 30%, Informally by consensus of family members 11%, CIO (non-family member) 7%.  Set long-term target return for family office – Yes 55%, No 45%.  Family Office Target Return – Average 10.8%, Median 7.6%.  How family office evaluate investment return – Relative benchmark, Detailed benchmark based on the strategic asset allocation, Absolute benchmark, Published endowment return.  Top 10 Investments – Private Equity 86%, Public Equity 85%, Real Estate 77%, Cash 75%, Investment Grade Fixed Income 62%, Venture Capital 52%, Hedge Funds 45%, Private Credit 38%, High Yield 24%, Commodities 21%.  Family office Asset Allocation – Public Equities 26%, Alternatives 45%, Fixed Income & Cash 20%, Commodities 1.5%, Infrastructure 0.5%, Other 5%.  Breakdown of Alternatives (45% Allocation) – Real Estate 14%, Private Equity 17%, Venture Capital 4.8%, Hedge Funds 5.2%, Private Credit 4%.  Top 7 external investment services used – Investment Management 71%, Access To Managers 67%, Trade Execution 62%, Asset Allocation & Portfolio Construction Advice 61%, Capital Markets Research 61%, Portfolio Performance Analysis 57%, Portfolio Risk Analysis 45%.  Key roles that exist in family office – CEO / President 36%, CFO 28%, CIO 25%, COO 16%, General Counsel 8%.  Other roles that exist in family office – Any other roles 83%, Admin Assistant 61%, Accountant 55%, Controller 34%, Investment Analyst 34%, Property Manager 26%, Portfolio Manager 19%, Head of Family Foundation / Philanthropy Director 15%, Head of People / Talent 10%, Head of Technology 9%.  See below for key findings & summary | View report here

“ 190 Family Offices with $864 Million Average AUM, 82% for 2 & 3 Generations, Average Annual Cost $3.2 Million, Average 11 Employees, Top 3 Goals are Manage Financial Assets, Succession Planning & Wealth Advisory, Average Investment Target Return 10.8%, Asset Allocation in Public Equities 26%, Alternatives 45%, Fixed Income & Cash 20%, Commodities 1.5%, Infrastructure 0.5%, Other 5% “

 



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JP Morgan Global Family Office Report 2024: 190 Family Offices with $864 Million Average AUM, 82% for 2 & 3 Generations, Average Annual Cost $3.2 Million, Average 11 Employees, Top 3 Goals are Manage Financial Assets, Succession Planning & Wealth Advisory, Average Investment Target Return 10.8%, Asset Allocation in Public Equities 26%, Alternatives 45%, Fixed Income & Cash 20%, Commodities 1.5%, Infrastructure 0.5%, Other 5%

JP Morgan Hong Kong

JP Morgan has released the JP Morgan Global Family Office Report 2024, providing key insights into 190 single family offices globally with average $864 million AUM (Assets under Management).  See below for key findings & summary | View report here

 

Overview

  • 2022 – 395,070 UHNWs with $45 trillion wealth (10.6% of global wealth)
  • 2027 – 528,100 UHNWs with $60.3 trillion wealth (11.1% of global wealth)
  • No. of family offices in 2018 – Between 6,000 to 7,300
  • No. of family offices in 2023 – Between 10,000 to 20,000 
  • Factors for increased interest for family office – Privacy, Control, Customization, Financial asset management, Direct investments

Summary

  1. Total family offices surveyed190
  2. United States – 144 family offices
  3. International – 46 family offices
  4. Average AUM$864 million
  5. AUM $50 m to $500 million – 45%
  6. AUM $501 m to $999 million – 24%
  7. AUM > $1 billion – 31%
  8. No. of Generations served in family office – 1 generation 11%, 2 generations 45%, 3 generations 37%, 4 generations 6%, 5 generations 1%
  9. 2 & 3 Generations served in family office – 82% of family offices
  10. No. of Households served in family office – 1 household – 24%, 2 to 3 households 26%, 4 to 5 households 26%, 6 to 10 households 16%, More than 11 households 8%
  11. Top 3 Family Office Goals – Managing financial assets of the family 96%, Succession planning & preparing for the next generation 69%, Wealth Advisory 66%
  12. Top 3 International Family Office Goals (Exclude United States) – Managing financial assets of the family 100%, Wealth Advisory 70%, Succession planning & preparing for the next generation 65%
  13. Cost of running family office – Average $3.2 million, Median $1.3 million
  14. Average family office annual cost AUM $50 m to $500 million – $1.5 million
  15. Average family office annual cost AUM $501 m to $999 million – $2.7 million
  16. Average family office annual cost for AUM > $1 billion – $6.1 million
  17. Typical operating costs – Facilities, Staffing, Technology, Risk management, Investment, Accounting, Legal, Taxes
  18. Average employees in family office – 11 employees
  19. Family Office average employees AUM > $1 billion – 19.7 employees
  20. Family Office average employees AUM $501 m to $999 million – 9.3 employees
  21. Family Office average employees AUM $50 m to $500 million – 6.1 employees
  22. Family Office Services Financial Assets Management (In-house) – Private Investments 78%, Investment Management 66%, Trading & Market Execution 29%, Investment Banking Services 16%
  23. Family Office Services Administration (In-house) – Financial Administration 88%, Staffing & Compensation 87%, Balance Sheet Aggregation & Reporting Services 75%, Concierge & lifestyle Services 64%, Speciality Asset Management & Maintenance 47%, Accounting & Taxes 46%
  24. Family Office Services Legacy, Succession Planning & Philanthropy (In-house) – Philanthropic Services 72%, Family Office Governance / Succession Planning 57%, Family Wealth Education 46%, Estate Planning 36%, Matrimonial & Family Planning 21%
  25. Family Office Services Risk Management (In-house) – Insurance Management 47%, Cybersecurity Services 18%, Legal Services 17%
  26. Governance in family office – Investment committee 43%, External advisors that review the family office portfolio periodically 37%, Board of directors 33%
  27. With Family Council (United States / International) – 14% / 30%
  28. Promote cohesion with a family constitution (United States / International) – 13% / 28%
  29. 6 Ways To Promote family cohesion – Regular whole family meetings 37%, Family assembly 24%, Family retreat 23%, Written family history &/or regular family storytelling 19%, Family council 18%, Family constitution 17%
  30. Top Concern in promoting family cohesion (United States / International) – Individuals have a sense of personal achievement, and that wealth does not lead to complacency 57% / 37%
  31. 5 Ways to Prepare Next Generation in family office – Philanthropic endeavours 39%, Require professional experience outside the family operating business or office 38%, Encourage entrepreneurial spirit by providing access to capital for startups &/or direct investing 36%, Involve next generation in operating business 32%, Shield individuals from extent of family’s wealth 23%

Investment Summary

  1. Investment decisions in family office – Family principal 48%, Investment committee 30%, Informally by consensus of family members 11%, CIO (non-family member) 7%
  2. Set long-term target return for family office – Yes 55%, No 45%
  3. Family Office Target Return – Average 10.8%, Median 7.6%
  4. How family office evaluate investment return – Relative benchmark, Detailed benchmark based on the strategic asset allocation, Absolute benchmark, Published endowment return
  5. Top 10 Investments Private Equity 86%, Public Equity 85%, Real Estate 77%, Cash 75%, Investment Grade Fixed Income 62%, Venture Capital 52%, Hedge Funds 45%, Private Credit 38%, High Yield 24%, Commodities 21% 
  6. Family office Asset Allocation – Public Equities 26%, Alternatives 45%, Fixed Income & Cash 20%, Commodities 1.5%, Infrastructure 0.5%, Other 5%
  7. Breakdown of Alternatives (45% Allocation) – Real Estate 14%, Private Equity 17%, Venture Capital 4.8%, Hedge Funds 5.2%, Private Credit 4%
  8. Top 7 external investment services used – Investment Management 71%, Access To Managers 67%, Trade Execution 62%, Asset Allocation & Portfolio Construction Advice 61%, Capital Markets Research 61%, Portfolio Performance Analysis 57%, Portfolio Risk Analysis 45% 
  9. Key roles that exist in family office – CEO / President 36%, CFO 28%, CIO 25%, COO 16%, General Counsel 8%
  10. Other roles that exist in family office – Any other roles 83%, Admin Assistant 61%, Accountant 55%, Controller 34%, Investment Analyst 34%, Property Manager 26%, Portfolio Manager 19%, Head of Family Foundation / Philanthropy Director 15%, Head of People / Talent 10%, Head of Technology 9%

 

JP Morgan Global Family Office Report 2024

1) Overview – Family Offices & UHNWs Population

UHNWs & Wealth:

  • 2022 – 395,070 UHNWs with $45 trillion wealth (10.6% of global wealth)
  • 2027 – 528,100 UHNWs with $60.3 trillion wealth (11.1% of global wealth)

No. of family offices:

  • Estimated no. of family offices in 2018 – Between 6,000 to 7,300
  • Estimated no. of family offices in 2023 – Between 10,000 to 20,000 

Factors for increased interest for family office:

  • Privacy
  • Control
  • Customization
  • Financial asset management
  • Direct investments

 

2) JP Morgan Family Office Survey Profile

Family Office Survey

  • Total family offices – 190
  • United States – 144 family offices
  • International – 46 family offices
  • Average AUM – $864 million

International 

  • Europe – 65%
  • Asia – 19%
  • South America – 16%

Family Office AUM (Assets under Management)

  • AUM $50 m to $500 million – 45%
  • AUM $501 m to $999 million – 24%
  • AUM > $1 billion – 31%

AUM Breakdown

  • $50 m to $100 million – 6%
  • $101 m to $250 million – 15%
  • $251 m to $500 million – 24%
  • $501 m to $999 million – 24%
  • More than $1 billion – 31%

Net Worth of Family:

  • $50 m to $100 million – 3%
  • $101 m to $250 million – 14%
  • $251 m to $500 million – 19%
  • $501 m to $999 million – 33%
  • $1 b to $5 billion – 35%
  • More than $5 billion – 5%

No. of Generations served in family office:

  • 1 generation – 11%
  • 2 generations – 45%
  • 3 generations – 37%
  • 4 generations – 6%
  • 5 generations – 1%

Serving 2 & 3 generations82% of family office

No. of Households served in family office:

  • 1 household – 24%
  • 2 to 3 households – 26%
  • 4 to 5 households – 26%
  • 6 to 10 households – 16%
  • More than 11 households – 8%

Top 6 Family Office Goals:

  1. Managing financial assets of the family – 96%
  2. Succession planning & preparing for the next generation – 69%
  3. Wealth Advisory – 66%
  4. Impact Investing & Philanthropy – 46%
  5. Continuing the entrepreneurial legacy of family – 43%
  6. Concierge & lifestyle services – 40%

International Family Office Goals (Exclude United States):

  1. Managing financial assets of the family – 100%
  2. Wealth Advisory – 70%
  3. Succession planning & preparing for the next generation – 65%
  4. Continuing the entrepreneurial legacy of family – 43%
  5. Impact Investing & Philanthropy – 30%
  6. Concierge & lifestyle services – 28%

 

3) Cost of running family office:

Annual cost of running family office:

  • Average$3.2 million
  • Median – $1.3 million

Breakdown – Annual cost of family office

  • Less than $1 million – 33%
  • $1 m to $3.99 million – 43%
  • $4 m to $6.99 million – 12%
  • $7 m to $9.99 million – 5%
  • More than $10 million – 8%

Average Annual cost of family office by AUM:

  • AUM > $1 billion – $6.1 million
  • AUM $501 m to $999 million – $2.7 million
  • AUM $50 m to $500 million – $1.5 million

Median (50th Percentile) Annual cost of family office by AUM:

  • AUM > $1 billion – $4.2 million
  • AUM $501 m to $999 million – $1.5 million
  • AUM $50 m to $500 million – $400,000

Typical operating costs:

  • Facilities 
  • Staffing salaries, bonuses, long-term incentive compensation, benefits and insurance 
  • Technology 
  • Risk management 
  • Investment management expenses (eg. investment management fees, trading, execution, custody & research costs) 
  • Accounting & reporting
  • Legal services
  • Taxes 

 

4) Employees in family office

  • Average11 employees

No. of employees in family office:

  • 1 to 5 employees – 50%
  • 6 to 10 employees – 22%
  • 11 to 20 employees – 17%
  • 25 to 50 employees – 5%
  • More than 50 employees – 3%

Average No. of employees in family office by AUM:

  • AUM > $1 billion – 19.7 employees
  • AUM $501 m to $999 million – 9.3 employees
  • AUM $50 m to $500 million – 6.1 employees

Median (50th Percentile) No. of employees in family office by AUM:

  • AUM > $1 billion – 9.1 employees
  • AUM $501 m to $999 million – 2.8 employees
  • AUM $50 m to $500 million – 2.1 employees

 

5) Services in Family Office:

Financial Assets Management (In-house / Outsourced):

  1. Private Investments – 78% / 17%
  2. Investment Management – 66% / 32%
  3. Trading & Market Execution – 29% / 63%
  4. Investment Banking Services – 16% / 59%

Administration (In-house / Outsourced):

  1. Financial Administration – 88% / 5%
  2. Staffing & Compensation – 87% / 5%
  3. Balance Sheet Aggregation & Reporting Services – 75% / 18%
  4. Concierge & lifestyle Services – 64% / 11%
  5. Speciality Asset Management & Maintenance – 47% / 19%
  6. Accounting & Taxes – 46% / 54%

Legacy, Succession Planning & Philanthropy (In-house / Outsourced): 

  1. Philanthropic Services – 72% / 10%
  2. Family Office Governance / Succession Planning – 57% / 26%
  3. Family Wealth Education – 46% / 20%
  4. Estate Planning – 36% / 57%
  5. Matrimonial & Family Planning – 21% / 38%

Risk Management (In-house / Outsourced):

  1. Insurance Management – 47% / 38%
  2. Cybersecurity Services – 18% / 59%
  3. Legal Services – 17% / 81%

Managing Cybersecurity Risk:

  1. Use a technology platform provider that monitors the family office’s cybersecurity – 58%
  2. Require family & family office employees to undergo cyber safety best practices training – 37%
  3. Hired a third-party defence provider – 33%
  4. Hired an in-house cyber defence team – 8%

 

5) Investment in Family Office:

Investment decisions in family office:

  • Family principal – 48%
  • Investment committee (family & non-family) – 30%
  • Informally by consensus of family members – 11%
  • CIO (non-family member) – 7%
  • Other – 4%

Set long-term target return for family office:

  • Yes – 55%
  • No – 45%

Family Office Target Return:

  • Average: 10.8%
  • Median: 7.6%

Target Return breakdown:

  • Return of 4% to 6% range – 11%
  • Return of 6% to 10% range – 53%
  • Return of 10% to 20% range – 34%
  • Return of more than 20% – 3%

How family office evaluate investment return:

  • Any of the below – 76%
  • Relative benchmark – 45%
  • Detailed benchmark based on the strategic asset allocation – 32%
  • Absolute benchmark – 20%
  • Published endowment return – 4%
  • Other – 5%

Family offices investing in the following assets: 

  1. Private Equity – 86%
  2. Public Equity – 85%
  3. Real Estate – 77% 
  4. Cash – 75% 
  5. Investment Grade Fixed Income – 62% 
  6. Venture Capital – 52%
  7. Hedge Funds – 45%
  8. Private Credit – 38%
  9. High Yield – 24%
  10. Commodities – 21% 
  11. Infrastructure – 9% 
  12. Other – 24%

Family office Asset Allocation (Average)

  • Public Equities – 26%
  • Alternatives – 45%
  • Fixed Income & Cash – 20%
  • Commodities – 1.5%
  • Infrastructure – 0.5%
  • Other – 5%

Breakdown of Alternatives (45% Allocation):

  • Real Estate – 14%
  • Private Equity – 17%
  • Venture Capital – 4.8%
  • Hedge Funds – 5.2%
  • Private Credit – 4%

Breakdown of Fixed Income & Cash (20% Allocation):

  • Cash – 8.8%
  • Investment Grade Fixed Income – 10.1%
  • High Yield – 1.8%

Top 7 external investment services used:

  1. Investment Management – 71% 
  2. Access To Managers – 67% 
  3. Trade Execution – 62% 
  4. Asset Allocation & Portfolio Construction Advice – 61% 
  5. Capital Markets Research – 61% 
  6. Portfolio Performance Analysis – 57% 
  7. Portfolio Risk Analysis – 45% 

 

6) Key roles in family office

Key roles that exist in family office:

  • CEO / President – 36%
  • CFO – 28%
  • CIO – 25%
  • COO – 16%
  • General Counsel – 8%

Non-Family Member holding key roles in family office (> $1 billion):

  • CEO / President – 63%
  • CFO – 100%
  • CIO – 87%
  • COO – 92%
  • General Counsel – 96%

Non-Family Member holding key roles in family office ($501 m to $999 m):

  • CEO / President – 45%
  • CFO – 83%
  • CIO – 81%
  • COO – 78%
  • General Counsel – 100%

Non-Family Member holding key roles in family office ($50 m to $500 m):

  • CEO / President – 42%
  • CFO – 75%
  • CIO – 63%
  • COO – 61%
  • General Counsel – 50%

Roles that exist in family office:

  1. Any other roles – 83%
  2. Admin Assistant – 61%
  3. Accountant – 55%
  4. Controller – 34%
  5. Investment Analyst – 34%
  6. Property Manager – 26%
  7. Portfolio Manager – 19%
  8. Head of Family Foundation / Philanthropy Director – 15%
  9. Head of People / Talent – 10%
  10. Head of Technology – 9%

 

7) Family Governance 

Governance in family office:

  • Investment committee – 43%
  • External advisors that review the family office portfolio periodically – 37%
  • Board of directors – 33%
  • Other – 8%

Family Governance (United States / International):

  • Family Council – 14% / 30%
  • Promote cohesion with a family constitution – 13% / 28%

7 Ways To Promote family cohesion:

  1. Regular whole family meetings (apart from more social family retreats and trips) – 37%
  2. Family assembly (i.e., regular whole family gatherings) – 24%
  3. Family retreat (i.e., informal family trip) – 23%
  4. Written family history &/or regular family storytelling – 19%
  5. Family council (i.e., regular gatherings of select family members) – 18%
  6. Family constitution (i.e., by-laws, statement of shared values and common objectives) – 17%
  7. Other – 4%

Top 5 Concerns in promoting family cohesion – United States:

  1. Individuals have a sense of personal achievement, and that wealth does not lead to complacency – 57%
  2. Individuals are prepared for the responsibility of inheriting wealth – 56%
  3. Members of the next generation do not end up in family conflicts over issues related to inheritance and succession – 53%
  4. Individuals are fiscally responsible and maintain a financially sustainable lifestyle – 47%
  5. Involvement of spouses of the next generation in operating business or family office – 24%

Top 5 Concerns in promoting family cohesion – International:

  1. Individuals have a sense of personal achievement, and that wealth does not lead to complacency – 37%
  2. Individuals are prepared for the responsibility of inheriting wealth – 35%
  3. Individuals are fiscally responsible and maintain a financially sustainable lifestyle – 33%
  4. Members of the next generation do not end up in family conflicts over issues related to inheritance and succession – 30%
  5. Involvement of spouses of the next generation in operating business or family office – 15%

5 Ways to Prepare Next Generation in family office:

  1. Encourage philanthropic endeavours – 39% 
  2. Require professional experience outside the family operating business or office – 38%
  3. Encourage entrepreneurial spirit by providing access to capital for startups &/or direct investing – 36%
  4. Involve next generation in operating business – 32%
  5. Shield individuals from extent of family’s wealth – 23%

 

JP Morgan Global Family Office Report 2024

From October 17 through December 15, 2023, the Family Office Practice conducted an online survey with our global single family office clients. A total of 190 family offices participated, 144 in the United States and 46 internationally. 

Survey:

  • Total family offices – 190
  • United States – 144
  • International – 46

International:

  • Europe – 65%
  • Asia – 19%
  • South America – 16%

 

Global Single Family Offices (Exclude United States) – 46

Europe – 65%:

  • Germany 28% 
  • United Kingdom 9% 
  • Switzerland 7% 
  • Spain 7% 
  • France 4% 
  • Denmark 2% 
  • Guernsey 2% 
  • Italy 2% 
  • Jersey 2% 
  • Luxembourg 2% 

Asia – 19%:

  • Singapore 13% 
  • Hong Kong 4% 
  • China 2% 

South America – 16%:

  • Chile 4% 
  • Costa Rica 4% 
  • Argentina 2% 
  • Panama 2% 
  • Uruguay 2% 



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