Family Offices Market Size and Trends Insights to 2031
家族办公室市场规模及趋势
家族办公室市场规模预计将从2023年的174.2亿美元增长到2031年的281.3亿美元;预计 2023 年至 2031 年复合年增长率将达到 6.2%。随着越来越多的超高净值家族希望对其投资拥有更大的控制权,家族办公室正在发生巨大变化。经济学人智库和星展银行的《家族办公室繁荣》报告称,由于代际更替、财富集中度增加以及对更加个性化和直接投资策略的渴望等多种因素,家族办公室变得越来越受欢迎
家族办公室市场分析
该报告包括当前家族办公室市场趋势及其可预见影响的增长前景预测期。财富极端集中于少数人和少数家庭是推动家族办公室市场增长的主要原因之一。获得大量财富需要采取更复杂的财富管理方法,鼓励组建家族办公室来保护这些资产。此外,由于千禧一代和Z一代的影响力不断增强,家族办公室现在正处于财富管理的新时代,其特点是更加注重可持续性、技术整合和社会影响力投资。因此,家族办公室改变了策略考虑到这些不断变化的动态,推动家族办公室市场的增长。
家族办公室市场概览
- 家族办公室是一家为超高净值人士(HNWI)提供咨询服务的私人财富管理组织。家族办公室为管理富裕个人或家庭的财务和投资需求提供全面的解决方案,使其有别于标准的财富管理业务。例如,除了财务规划和投资管理之外,许多家族办公室还提供预算、保险、财富转移规划、税务服务、慈善捐赠等服务。
- 家族企业可能需要信托或信托等继承规划结构。为家族资产奠定基础。由于这些情况的复杂性,客户可以利用家族办公室来协助财富管理和利益协调。私人教育、假期计划和其他家庭安排等非财务事务也可以由家族办公室管理。家族办公室通常分为单一家族办公室或多家族办公室(MFO)。单一家族办公室服务于一个极其富有的单一家庭。 MFO 与传统私人财富管理活动的联系更为密切。他们的目标是扩大客户群以发展业务。
< p>家族办公室市场驱动力
高净值个人数量不断增加
<全球范围内高净值人士(HNWI)的数量持续增长。根据凯捷2022年世界财富报告,北美地区的富裕人士人口和财富增幅最大,分别为13.2%和13.8%。同样,亚太地区的富裕人士财富也增长了 5.4%,人口增长了 4.2%。此外,根据同一份报告,2021年,美国、日本、德国和中国约占全球富裕人士人口的63.6%,较2020年增加0.7个百分点。此外,超高净值人士的财富和人口也出现增长分别为 9.6% 和 8.1%。与此同时,邻家百万富翁的人口增长了7.7%,财富增长了7.8%。相反,中层百万富翁人口和财富的增长分别达到8.5%和8.4%。因此,由于家族办公室可以帮助高净值人士管理财务和投资需求,全球范围内对家族办公室的需求正在不断上升,从而推动了家族办公室市场的增长。
家族办公室市场报告细分分析
- 根据产品类型,家族办公室市场分为单一家族办公室、联合家族办公室和虚拟家族办公室。预计到 2023 年,单一家族办公室将占据相当大的家族办公室市场份额。
- 单一家族办公室提供广泛的服务,包括专门的税务和合规监管以及礼宾服务,例如房地产投资。为了提供对决策的完全控制,通过家庭会议选出专职人员来监督这些办公室,从而确保高安全性和定制的财务解决方案。
- 此外,由于安全和个性化财富管理对于超高净值家庭至关重要,预计单一家族办公室的需求在预测期内将会增加。
- 此外,单一家族办公室让家族相信所有财务事务都会得到负责任且私密的处理。因此,上述所有因素都将推动单一家族办公室细分市场的增长。
按地理位置划分的家族办公室市场份额分析
家族办公室市场范围主要分为五个地区——北美、欧洲、亚太、中东和非洲。非洲、南美洲。北美正在经历快速增长,预计将占据重要的家族办公室市场份额。该地区经济的显着发展、人口的增长以及不同经济体对金融包容性的日益关注推动了这一增长。根据 Spectrem Group 的数据,2020 年美国约有 1160 万户富裕家庭,较 2019 年增加了 5.5%。因此,此类富裕人群的存在正在推动该地区家族办公室市场的增长。
家族办公室市场报告范围
“家族办公室市场分析”是根据产品类型、资产类别和地理位置进行的。从产品类型来看,市场分为单一家族办公室、联合家族办公室和虚拟家族办公室。根据资产类别,家族办公室市场分为债券、股票、另类投资、大宗商品以及现金或现金等价物。根据地理位置,市场分为北美、欧洲、亚太地区、中东和中东地区。非洲和南美洲。
报告属性 | 详情 |
市场2023年规模 | 174.2亿美元 |
2031 年市场规模 | 281.3亿美元 |
全球复合年增长率(2023-2031) | 6.2% |
实际数据< /span> | 2021 2023 |
预测时期 | 2023年 – 2031年 |
报告覆盖范围 | 市场规模和预测(美元)、市场驱动因素和趋势分析、PEST 分析、关键机会、区域和地区国家分析、竞争格局、公司概况 |
涵盖的细分市场 | 产品类型(单一家族办公室、联合家族办公室和虚拟家族办公室)、资产类别(债券、股票、另类投资、大宗商品和现金或现金等价物)和地理位置 |
覆盖地区 | 北美、欧洲、亚太地区、南美洲、MEA |
涵盖的国家/地区 td> | 美国;加拿大;墨西哥;英国;德国;法国、俄罗斯、意大利;中国;印度;日本、澳大利亚;韩国;巴西;阿根廷;沙特阿拉伯王国(KSA);阿联酋;南非 |
市场领导者和主要公司概况 | Walton Enterprises LLC、Cascade Investment、Bezos Expeditions、Bayshore Capital、Mousse Investments Limited、Ballmer Group、Waycross Investment Management Company、DFO Management LLC、Emerson Collective 和 Glenmede < /td> |
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家族办公室市场新闻和最新动态
公司在家族办公室市场采用无机和有机策略,例如并购。下面列出了最近的一些关键市场动态:
- 2023 年 3 月,Cascade Partners 宣布收购 BlueWater Partners –一家位于密歇根州大急流城的投资银行和重组/绩效改进公司。收购 BlueWater Partners 将巩固 Cascade Partners 的地位。战略,以在大急流城、西密歇根州和印第安纳州建立业务。此外,此次收购将为 Cascade Partners 提供一个机会,以提高其向整个西密歇根州的客户合作伙伴提供创造性、价值驱动的解决方案的能力。
[来源:Cascade Partners,公司网站]
家族办公室市场报告覆盖范围和范围可交付成果
家族办公室市场预测是根据各种二次和主要研究结果进行估计的,例如主要公司出版物、协会数据和数据库。市场报告“家族办公室市场规模和预测(2021年和2031年)”提供了对以下领域市场的详细分析-
- 市场规模和预测对范围内涵盖的所有关键细分市场进行全球、区域和国家层面的预测。
- 市场动态,例如驱动因素、限制因素和关键机遇。
- 主要未来趋势。
- 详细的 PEST 和分析SWOT 分析
- 全球和区域市场分析,涵盖主要市场趋势、主要参与者、法规和最新市场发展。
- 行业格局和竞争分析,涵盖市场集中度、热图分析、主要参与者和最新发展。
- 详细的公司简介。
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Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
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Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
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Frequently Asked Questions
The growing adoption technological advancements is anticipated to play a significant role in the global family offices market in the coming years.
The global family offices market is expected to reach US$ 28.13 billion by 2031.
The global family offices market was estimated to be US$ 17.42 billion in 2023 and is expected to grow at a CAGR of 6.2 % during the forecast period 2023 - 2031.
The key players holding majority shares in the global family offices market are Walton Enterprises LLC, Cascade Investment, Bezos Expeditions, Bayshore Capital, and Mousse Investments Limited.
Rising number of high net worth individuals is the major factors that propel the global family offices market.
- Walton Enterprises LLC
- Cascade Investment
- Bezos Expeditions
- Bayshore Capital
- Mousse Investments Limited
- Ballmer Group
- Waycross Investment Management Company
- DFO Management LLC
- Emerson Collective
- Glenmede
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.