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;预计从 2023 年到 2031 年,该市场将以 6.2% 的复合年增长率扩张。随着越来越多的超高净值家庭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“家族办公室热潮”报告称,由于代际转变、财富集中度提高以及对更个性化和直接的投资策略的需求等一系列因素,家族办公室正变得越来越受欢迎。
家族办公室市场分析
报告包括当前家族办公室市场趋势及其在预测期内可预见的影响所带来的增长前景。财富极度集中在少数人和少数家庭中是推动家族办公室市场增长的主要原因之一。大量财富的获取需要采取更为复杂的财富管理方法,从而鼓励成立家族办公室来保护这些资产。此外,由于千禧一代和 Z 世代的影响力日益增强,家族办公室现在正处于财富管理的新时代,该时代的特点是更加注重可持续性、技术融合和社会影响投资。因此,家族办公室已经修改了策略以考虑到这些不断变化的动态,从而推动了家族办公室市场的增长。
家族办公室市场概况
- 家族办公室是为超高净值人士 (HNWI) 提供咨询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,使其有别于标准财富管理业务。例如,除了财务规划和投资管理外,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
- 家族企业可能需要继任规划结构,例如信托或家族资产基金会。由于这些情况的复杂性,客户可以利用家族办公室协助进行财富管理和利益协调。家族办公室还可以管理非金融事务,例如私人教育、度假计划和其他家庭安排。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单个极其富有的家庭。MFO 与传统的私人财富管理活动联系更紧密。他们的目标是扩大客户群以发展业务。
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家族办公室市场驱动因素
高净值人士数量不断增加
全球高净值人士 (HNWI) 的数量不断增加。根据凯捷 2022 年全球财富报告,北美地区的高净值人士人口和财富增幅最大,分别增长了 13.2% 和 13.8%。同样,亚太地区的高净值人士财富增长了 5.4%,人口增长了 4.2%。此外,根据同一报告,2021 年,美国、日本、德国和中国占全球高净值人士人口的 63.6% 左右,比 2020 年增长了 0.7%。此外,超高净值人士的财富和人口分别增长了 9.6% 和 8.1%。与此同时,隔壁的百万富翁人口增长了 7.7%,财富增长了 7.8%。相反,中层百万富翁的人口和财富增长率分别上升至 8.5% 和 8.4%。因此,由于家族办公室可以帮助高净值个人管理财务和投资需求,全球对家族办公室的需求正在上升,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、多家族办公室和虚拟家族办公室。单一家族办公室部分预计将在 2023 年占据相当大的家族办公室市场份额。
- 单一家族办公室提供多种服务,包括专门的税务和合规监管以及房地产投资等礼宾服务。为了完全掌控决策,通过家族会议选出专职人员来监督这些办公室,从而确保高度安全和量身定制的金融解决方案。
- 此外,由于安全性和个性化的财富管理对于超高净值家庭至关重要,预计预测期内单一家族办公室的需求将会增加。
- 此外,单一家族办公室让家族相信所有财务事宜都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业务的增长。
家族办公室市场份额按地区分析
家族办公室市场范围主要分为五个地区——北美、欧洲、亚太、中东和非洲以及南美。北美正在经历快速增长,预计将占据家族办公室市场的重要份额。该地区的显著经济发展、人口增长以及不同经济体对金融包容性的日益关注促进了这一增长。根据 Spectrem Group 的数据,在美国,2020 年约有 1160 万户家庭属于高净值人士,比 2019 年增长了 5.5%。因此,如此富裕人口的存在正在推动该地区家族办公室市场的增长。
家族办公室市场区域洞察
Insight Partners 的分析师已详尽解释了预测期内影响家族办公室市场的区域趋势和因素。本节还讨论了北美、欧洲、亚太地区、中东和非洲以及南美和中美洲的家族办公室市场细分和地理位置。
- 获取家族办公室市场的区域特定数据
家族办公室市场报告范围
报告属性 | 细节 |
---|---|
2023 年的市场规模 | 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% |
史料 | 2021-2023 |
预测期 | 2023-2031 |
涵盖的领域 | 按产品类型
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
家族办公室市场参与者密度:了解其对业务动态的影响
家族办公室市场正在快速增长,这得益于终端用户需求的不断增长,而这些需求又源于消费者偏好的不断变化、技术进步以及对产品优势的认识不断提高等因素。随着需求的增加,企业正在扩大其产品范围,进行创新以满足消费者的需求,并利用新兴趋势,从而进一步推动市场增长。
市场参与者密度是指在特定市场或行业内运营的企业或公司的分布情况。它表明在给定市场空间中,相对于其规模或总市场价值,有多少竞争对手(市场参与者)存在。
在家族办公室市场运营的主要公司有:
- 沃尔顿企业有限公司
- 级联投资
- 贝佐斯探险队
- 湾岸资本
- 慕斯投资有限公司
免责声明:上面列出的公司没有按照任何特定顺序排列。
- 获取家族办公室市场顶级关键参与者的概述
“家族办公室市场分析”根据产品类型、资产类别和地理位置进行调查。就产品类型而言,市场分为单一家族办公室、多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、商品和现金或现金等价物。根据地理位置,市场分为北美、欧洲、亚太地区、中东和非洲以及南美。
家族办公室市场新闻和最新发展
在家族办公室市场中,公司采用无机和有机战略,例如并购。以下列出了一些近期的关键市场发展:
- 2023 年 3 月,Cascade Partners 宣布收购 BlueWater Partners,这是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 在大急流城、西密歇根州和印第安纳州建立业务的战略。此外,此次收购将为 Cascade Partners 提供一个机会,以加快其为整个西密歇根州的客户合作伙伴提供富有创意、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交付成果
家族办公室市场预测是根据各种二手和一手研究结果估算的,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(2021-2031 年)”对市场进行了详细分析,涵盖以下领域:
- 范围内涵盖的所有主要细分市场的全球、区域和国家层面的市场规模和预测。
- 市场动态,例如驱动因素、限制因素和关键机遇。
- 未来的主要趋势。
- 详细的 PEST 和 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、法规和最新的市场发展。
- 行业格局和竞争分析包括市场集中度、热图分析、关键参与者和最新发展。
- 详细的公司简介。
- Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
- PEST and SWOT Analysis
- Market Size Value / Volume - Global, Regional, Country
- Industry and Competitive Landscape
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Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
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Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
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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.
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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.