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1422808

ファミリーオフィス市場:タイプ別、オフィスタイプ別、アセットクラス別、サービスタイプ別、地域別、2024-2032年

Family Offices Market by Type, Office Type, Asset Class, Service Type, and Region 2024-2032

出版日: | 発行: IMARC | ページ情報: 英文 141 Pages | 納期: 2~3営業日

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価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=158.53円
ファミリーオフィス市場:タイプ別、オフィスタイプ別、アセットクラス別、サービスタイプ別、地域別、2024-2032年
出版日: 2024年01月30日
発行: IMARC
ページ情報: 英文 141 Pages
納期: 2~3営業日
  • 全表示
  • 概要
  • 図表
  • 目次
概要

世界のファミリーオフィス市場規模は2023年に197億米ドルに達しました。今後、IMARC Groupは、2032年までに293億米ドルに達し、2024年から2032年の間に4.37%の成長率(CAGR)を示すと予測しています。オーダーメイドの資産管理システムを求める富裕層による導入の拡大、効率的かつ戦略的な意思決定を可能にする継続的な技術進歩、社会的責任投資や慈善活動への関心の高まりなどが、市場を後押しする要因の一部となっています。

ファミリーオフィスは、富裕層の個人または家族の投資と富を管理するプライベートファームです。投資管理、遺産計画、税務アドバイザリー、慈善活動のコーディネートなど、包括的なサービスを提供するファミリーオフィスは、富裕層の複雑な財務ニーズを管理するために設計されています。ファミリーオフィスは、一家族のニーズに応えるシングルファミリーオフィス(SFO)と、複数の家族にサービスを提供するマルチファミリーオフィス(MFO)に分類されます。マルチファミリーオフィスは、一家の財務目標、嗜好、価値観が投資戦略やプランニングに反映されるよう、オーダーメイドのアプローチで機能します。様々な金融分野を統合し、家族の長期的な目標と一致させることで、ファミリーオフィスは伝統的な資産管理を超えた独自のソリューションを提供することができます。

世界市場の主な原動力は、個別化された資産管理ソリューションを求める富裕層の増加です。これに伴い、投資管理、税務計画、財産調整を含む金融サービスへの統合的なアプローチを望む声が、市場に弾みをつけています。さらに、世代を超えて家族の財産を守ることが重視されるようになり、専門的なアドバイザリーサービスに対するニーズが高まっていることも、市場の成長を促す大きな要因となっています。これに加えて、社会的責任投資や個別化された財務戦略に対する富裕層の嗜好が進化していることも、市場にプラスの影響を与えています。これに加えて、高度な投資分析とレポーティングを可能にする技術の進歩が著しく、市場に有利な機会を生み出しています。これとは別に、様々な金融商品へのアクセスのしやすさ、富裕層のニーズに沿った規制の導入、資産運用戦略における慈善活動の統合などが市場を後押ししています。

ファミリーオフィスの市場動向と促進要因:

富裕層による導入の増加

世界のファミリーオフィス市場は、富裕層やファミリー層による導入の増加によって大きく形成されています。富の継続的な増大は、その本質的な複雑さと相まって、多面的な金融ニーズに対応できる専門会社を必要としています。ファミリーオフィスは、投資、遺産計画、慈善活動などを網羅するテーラーメイドのサービスを通じて、富の管理に統合的なソリューションを提供しています。個々の家族の目的や価値観に沿ったオーダーメイドの戦略を構築する能力は、富裕層の間でその魅力を高めています。長期的な安定と成長に焦点を当てた金融専門家や金融機関との連携は、ファミリーオフィスの活用をさらに促進します。さらに、世代を超えた富の保全と世界の金融動向への対応を重視することも、ファミリーオフィスの魅力を高めています。世界の富の継続的な拡大に伴い、このような専門的なサービスに対する需要は今後も堅調に推移することが予想されるため、ファミリーオフィスに対する持続的な関心が高まり、市場の成長に大きく貢献することになります。

絶え間ない技術の進歩

ファミリーオフィス市場は、投資分析、包括的なレポーティング、シームレスなデジタル体験に焦点を当てた技術の進歩によって大きく刺激されています。最先端のテクノロジーは、こうした専門性の高い企業にリアルタイムの知見を提供し、複雑なプロセスを自動化し、全体的な顧客体験を向上させることを可能にしています。こうした進化は単なる効率化にとどまらず、富裕層のダイナミックなニーズに合致した、より多くの情報に基づいた戦略的な意思決定を可能にします。人工知能や機械学習といったテクノロジーの統合は、サービスの幅をさらに広げ、このセクターにおけるイノベーションと適応性を促進します。顧客の嗜好、規制遵守、世界の市場動向に合わせてテクノロジーを活用する能力は、市場情勢を形成する上で極めて重要な役割を果たしています。ウェルスマネジメントにおけるテクノロジーの統合が進化を続ける中、ファミリーオフィス市場に与えるその影響力は、今後も相当なものになると思われます。

社会的責任投資と慈善活動への注力の強化

ファミリーオフィス市場の成長の原動力は、社会的責任投資(SRI)や慈善活動への関心の高まりにもあります。富裕層は、社会的、環境的、倫理的価値観に沿った投資を行っており、これは富の責任あるスチュワードシップに向けた社会全体のシフトを反映しています。ファミリーオフィスのユニークなポジショニングは、こうした目的主導型の戦略を理解し、実行することで、投資を通じて意味のあるインパクトを求める顧客を惹きつけています。これには、持続可能性、倫理的ガバナンス、地域社会の発展に焦点を当てたイニシアチブが含まれます。さらに、投資ポートフォリオにフィランソロピーの目標を組み込むことで、ウェルスマネジメントに社会貢献の側面が加わる。この動向は、透明性、説明責任、ポジティブインパクトを求める世界の動きと共鳴し、ファミリーオフィスの価値提案を強化するものです。このような世界の感情に沿い、インパクトのある投資のためのプラットフォームを提供することで、ファミリーオフィスは市場における役割を確固たるものとし、その継続的な成長に貢献しています。

目次

第1章 序文

第2章 調査範囲と調査手法

  • 調査目的
  • 利害関係者
  • データソース
    • 一次情報
    • 二次情報
  • 市場推定
    • ボトムアップアプローチ
    • トップダウンアプローチ
  • 調査手法

第3章 エグゼクティブサマリー

第4章 イントロダクション

  • 概要
  • 主要業界動向

第5章 世界のファミリーオフィス市場

  • 市場概要
  • 市場実績
  • COVID-19の影響
  • 市場予測

第6章 市場内訳:タイプ別

  • シングルファミリーオフィス
    • 市場動向
    • 市場予測
  • マルチファミリーオフィス
    • 市場動向
    • 市場予測
  • バーチャルファミリーオフィス
    • 市場動向
    • 市場予測

第7章 市場内訳:オフィスタイプ別

  • 創業者オフィス
    • 市場動向
    • 市場予測
  • 多世代オフィス
    • 市場動向
    • 市場予測
  • 投資オフィス
    • 市場動向
    • 市場予測
  • 受託オフィス
    • 市場動向
    • 市場予測
  • コンプライアンスオフィス
    • 市場動向
    • 市場予測
  • フィランソロピーオフィス
    • 市場動向
    • 市場予測
  • 株主オフィス
    • 市場動向
    • 市場予測
  • その他
    • 市場動向
    • 市場予測

第8章 市場内訳:アセットクラス別

  • 債券
    • 市場動向
    • 市場予測
  • 株式
    • 市場動向
    • 市場予測
  • オルタナティブ投資
    • 市場動向
    • 市場予測
  • コモディティ
    • 市場動向
    • 市場予測
  • 現金または現金同等物
    • 市場動向
    • 市場予測

第9章 市場内訳:サービスタイプ別

  • ファイナンシャルプランニング
    • 市場動向
    • 市場予測
  • ストラテジー
    • 市場動向
    • 市場予測
  • ガバナンス
    • 市場動向
    • 市場予測
  • アドバイザリー
    • 市場動向
    • 市場予測
  • その他
    • 市場動向
    • 市場予測

第10章 市場内訳:地域別

  • 北米
    • 米国
      • 市場動向
      • 市場予測
    • カナダ
      • 市場動向
      • 市場予測
  • アジア太平洋
    • 中国
      • 市場動向
      • 市場予測
    • 日本
      • 市場動向
      • 市場予測
    • インド
      • 市場動向
      • 市場予測
    • 韓国
      • 市場動向
      • 市場予測
    • オーストラリア
      • 市場動向
      • 市場予測
    • インドネシア
      • 市場動向
      • 市場予測
    • その他
      • 市場動向
      • 市場予測
  • 欧州
    • ドイツ
      • 市場動向
      • 市場予測
    • フランス
      • 市場動向
      • 市場予測
    • 英国
      • 市場動向
      • 市場予測
    • イタリア
      • 市場動向
      • 市場予測
    • スペイン
      • 市場動向
      • 市場予測
    • ロシア
      • 市場動向
      • 市場予測
    • その他
      • 市場動向
      • 市場予測
  • ラテンアメリカ
    • ブラジル
      • 市場動向
      • 市場予測
    • メキシコ
      • 市場動向
      • 市場予測
    • その他
      • 市場動向
      • 市場予測
  • 中東・アフリカ地域
    • 市場動向
    • 市場内訳:国別
    • 市場予測

第11章 促進要因、抑制要因、機会

  • 市場概要
  • 促進要因
  • 抑制要因
  • 機会

第12章 バリューチェーン分析

第13章 ポーターのファイブフォース分析

  • 概要
  • 買い手の交渉力
  • 供給企業の交渉力
  • 競合の程度
  • 新規参入業者の脅威
  • 代替品の脅威

第14章 価格分析

第15章 競合情勢

  • 市場構造
  • 主要企業
  • 主要企業のプロファイル
    • BMO Financial Group
    • Cambridge Associates LLC
    • Citigroup Inc.
    • HSBC Private Banking(HSBC Holdings plc)
    • Northern Trust Corporation
    • Silvercrest Asset Management Group Inc.
    • Stonehage Fleming Family & Partners Limited
    • The Bank of New York Mellon Corporation
    • The Bessemer Group Incorporated
    • The Glenmede Corporation
    • UBS Group AG
    • Wells Fargo & Company
図表

List of Figures

  • Figure 1: Global: Family Offices Market: Major Drivers and Challenges
  • Figure 2: Global: Family Offices Market: Sales Value (in Billion US$), 2018-2023
  • Figure 3: Global: Family Offices Market Forecast: Sales Value (in Billion US$), 2024-2032
  • Figure 4: Global: Family Offices Market: Breakup by Type (in %), 2023
  • Figure 5: Global: Family Offices Market: Breakup by Office Type (in %), 2023
  • Figure 6: Global: Family Offices Market: Breakup by Asset Class (in %), 2023
  • Figure 7: Global: Family Offices Market: Breakup by Service Type (in %), 2023
  • Figure 8: Global: Family Offices Market: Breakup by Region (in %), 2023
  • Figure 9: Global: Family Offices (Single Family Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 10: Global: Family Offices (Single Family Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 11: Global: Family Offices (Multi-Family Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 12: Global: Family Offices (Multi-Family Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 13: Global: Family Offices (Virtual Family Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 14: Global: Family Offices (Virtual Family Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 15: Global: Family Offices (Founders' Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 16: Global: Family Offices (Founders' Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 17: Global: Family Offices (Multi-Generational Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 18: Global: Family Offices (Multi-Generational Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 19: Global: Family Offices (Investment Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 20: Global: Family Offices (Investment Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 21: Global: Family Offices (Trustee Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 22: Global: Family Offices (Trustee Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 23: Global: Family Offices (Compliance Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 24: Global: Family Offices (Compliance Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 25: Global: Family Offices (Philanthropy Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 26: Global: Family Offices (Philanthropy Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 27: Global: Family Offices (Shareholder's Office) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 28: Global: Family Offices (Shareholder's Office) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 29: Global: Family Offices (Other Office Types) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 30: Global: Family Offices (Other Office Types) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 31: Global: Family Offices (Bonds) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 32: Global: Family Offices (Bonds) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 33: Global: Family Offices (Equities) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 34: Global: Family Offices (Equities) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 35: Global: Family Offices (Alternative Investments) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 36: Global: Family Offices (Alternative Investments) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 37: Global: Family Offices (Commodities) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 38: Global: Family Offices (Commodities) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 39: Global: Family Offices (Cash or Cash Equivalents) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 40: Global: Family Offices (Cash or Cash Equivalents) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 41: Global: Family Offices (Financial Planning) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 42: Global: Family Offices (Financial Planning) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 43: Global: Family Offices (Strategy) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 44: Global: Family Offices (Strategy) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 45: Global: Family Offices (Governance) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 46: Global: Family Offices (Governance) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 47: Global: Family Offices (Advisory) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 48: Global: Family Offices (Advisory) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 49: Global: Family Offices (Other Service Types) Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 50: Global: Family Offices (Other Service Types) Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 51: North America: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 52: North America: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 53: United States: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 54: United States: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 55: Canada: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 56: Canada: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 57: Asia-Pacific: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 58: Asia-Pacific: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 59: China: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 60: China: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 61: Japan: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 62: Japan: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 63: India: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 64: India: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 65: South Korea: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 66: South Korea: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 67: Australia: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 68: Australia: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 69: Indonesia: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 70: Indonesia: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 71: Others: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 72: Others: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 73: Europe: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 74: Europe: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 75: Germany: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 76: Germany: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 77: France: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 78: France: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 79: United Kingdom: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 80: United Kingdom: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 81: Italy: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 82: Italy: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 83: Spain: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 84: Spain: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 85: Russia: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 86: Russia: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 87: Others: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 88: Others: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 89: Latin America: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 90: Latin America: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 91: Brazil: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 92: Brazil: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 93: Mexico: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 94: Mexico: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 95: Others: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 96: Others: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 97: Middle East and Africa: Family Offices Market: Sales Value (in Million US$), 2018 & 2023
  • Figure 98: Middle East and Africa: Family Offices Market: Breakup by Country (in %), 2023
  • Figure 99: Middle East and Africa: Family Offices Market Forecast: Sales Value (in Million US$), 2024-2032
  • Figure 100: Global: Family Offices Industry: Drivers, Restraints, and Opportunities
  • Figure 101: Global: Family Offices Industry: Value Chain Analysis
  • Figure 102: Global: Family Offices Industry: Porter's Five Forces Analysis

List of Tables

  • Table 1: Global: Family Offices Market: Key Industry Highlights, 2023 and 2032
  • Table 2: Global: Family Offices Market Forecast: Breakup by Type (in Million US$), 2024-2032
  • Table 3: Global: Family Offices Market Forecast: Breakup by Office Type (in Million US$), 2024-2032
  • Table 4: Global: Family Offices Market Forecast: Breakup by Asset Class (in Million US$), 2024-2032
  • Table 5: Global: Family Offices Market Forecast: Breakup by Service Type(in Million US$), 2024-2032
  • Table 6: Global: Family Offices Market Forecast: Breakup by Region (in Million US$), 2024-2032
  • Table 7: Global: Family Offices Market: Competitive Structure
  • Table 8: Global: Family Offices Market: Key Players
目次
Product Code: SR112024A7117

Abstract

The global family offices market size reached US$ 19.7 Billion in 2023. Looking forward, IMARC Group expects the market to reach US$ 29.3 Billion by 2032, exhibiting a growth rate (CAGR) of 4.37% during 2024-2032. The escalating adoption by high-net-worth individuals demanding for tailored wealth management systems, continual technological advancements enabling efficient and strategic decision-making, and a growing focus on socially responsible investments and philanthropy represent some of the factors that are propelling the market.

Family offices are private firms that manage the investments and wealth of high-net-worth individuals or families. Offering a comprehensive range of services, including investment management, estate planning, tax advisory, and philanthropic coordination, family offices are designed to manage the complex financial needs of wealthy families. These firms can be categorized into Single Family Offices (SFOs), catering to one family's needs, and Multi-Family Offices (MFOs), serving multiple families. They function with a tailored approach, ensuring that the financial goals, preferences, and values of the family are reflected in their investment strategies and planning. The integration of various financial disciplines and the alignment with the family's long-term objectives enable family offices to provide unique solutions that extend beyond traditional wealth management.

The global market is primarily driven by the increasing number of high-net-worth individuals seeking personalized wealth management solutions. In line with this, the desire for a consolidated approach to financial services, including investment management, tax planning, and estate coordination, is providing an impetus to the market. Moreover, the growing emphasis on preserving family wealth across generations and the need for specialized advisory services are acting as significant growth-inducing factors for the market. In addition to this, the evolving preferences of wealthy families for socially responsible investments and personalized financial strategies are influencing the market positively. Besides this, the considerable rise in technological advancements, enabling sophisticated investment analytics and reporting, is creating lucrative opportunities in the market. Apart from this, easy accessibility to various financial products, introduction of regulations that align with the needs of high-net-worth families, and the integration of philanthropy in wealth management strategies are propelling the market.

Family Offices Market Trends/Drivers:

Increased adoption by high-net-worth individuals

The global family offices market is significantly shaped by the rising adoption among high-net-worth individuals and families. The continued increase in wealth, coupled with its inherent complexity, necessitates specialized firms capable of handling multifaceted financial needs. Family offices, through their tailored services encompassing investments, estate planning, philanthropy, and more, provide an integrative solution to wealth management. The ability to craft bespoke strategies that align with individual family objectives and values enhances their attractiveness among the affluent sectors. Collaboration with financial experts and institutions, focusing on long-term stability and growth, further promotes the utilization of family offices. Additionally, the emphasis on preserving wealth across generations and adapting to global financial trends amplifies their appeal. With the continuous expansion of global wealth, the demand for such specialized services is set to remain robust, thereby fostering a sustainable interest in family offices and contributing significantly to market growth.

Continual technological advancements

The family offices market is greatly stimulated by technological advancements, focusing on investment analytics, comprehensive reporting, and seamless digital experiences. Cutting-edge technologies enable these specialized firms to provide real-time insights, automate intricate processes, and enhance overall client experiences. These advancements extend beyond mere efficiency gains; they enable more informed and strategic decision-making, aligning with the dynamic needs of high-net-worth individuals. Integration of technologies such as artificial intelligence and machine learning further broadens the scope of services, fostering innovation and adaptability within the sector. The ability to leverage technology to align with client preferences, regulatory compliance, and global market trends is playing a pivotal role in shaping the market landscape. As the integration of technology within wealth management continues to evolve, its influence on the family offices market is likely to remain substantial.

An enhanced focus on socially responsible investments and philanthropy

The growth of the family offices market is also driven by an increasing emphasis on socially responsible investments (SRIs) and philanthropy. High-net-worth families are aligning their investments with social, environmental, and ethical values, reflecting a broader societal shift towards responsible stewardship of wealth. Family offices' unique positioning to understand and implement these purpose-driven strategies attracts clients who seek meaningful impact through their investments. This includes initiatives that focus on sustainability, ethical governance, and community development. In addition, the integration of philanthropic goals within investment portfolios adds a dimension of societal contribution to wealth management. This trend resonates with a global movement towards transparency, accountability, and positive impact, reinforcing the value proposition of family offices. By aligning with these global sentiments and providing a platform for impactful investment, family offices are solidifying their role in the market and contributing to its continuous growth.

Family Offices Industry Segmentation:

IMARC Group provides an analysis of the key trends in each segment of the global family offices market report, along with forecasts at the global, regional, and country levels from 2024-2032. Our report has categorized the market based on type, office type, asset class and service type.

Breakup by Type:

Single Family Office

Multi-Family Office

Virtual Family Office

Single family offices represents the largest market segment

The report has provided a detailed breakup and analysis of the market based on the type. This includes single family office, multi-family office, and virtual family office. According to the report, single family office represented the largest segment.

The single family offices segment is driven by the demand for personalized financial management and the need for a centralized focus on a particular family's wealth. The desire for control and confidentiality plays a vital role, along with the tailored investment strategies and estate planning that align with the family's values and goals. Additionally, the single family office model provides a unified approach to managing various financial needs, such as tax optimization, legal matters, philanthropy, and succession planning, enhancing the overall cohesion and direction of a family's financial trajectory.

On the other hand, multi-family and virtual family offices are gaining traction due to cost-effectiveness, economies of scale, and access to shared expertise. Virtual platforms enable more flexibility and connectivity, while the multi-family structure allows shared resources without sacrificing customized services. The fusion of the multi-family approach with virtual capabilities offers families greater reach in investment opportunities and expert advice. It also fosters collaboration and efficiency, adapting to the evolving needs and preferences of different family members, thus appealing to a broader spectrum of clients.

Breakup by Office Type:

Founders' Office

Multi-Generational Office

Investment Office

Trustee Office

Compliance Office

Philanthropy Office

Shareholder's Office

Others

The report has provided a detailed breakup and analysis of the market based on the office type. This includes founders' office, multi-generational office, investment office, trustee office, compliance office, philanthropy office, shareholder's office, and others.

The founders' office segment is influenced by the need to manage and preserve the wealth generated by business founders. The factors driving this segment include personalized wealth management strategies, alignment with long-term business goals, and a focus on succession planning.

On the other hand, multi-generational offices are driven by the need to sustain wealth across generations and to establish shared family values and goals. By fostering family cohesion, providing education for younger generations, and implementing strategies for wealth transition, they serve as an essential part of a family's financial planning.

The investment office segment prioritizes the strategic management of investments. The drivers for this segment include the necessity for specialized expertise in various asset classes, a focus on risk management, and the alignment of investment strategies with the family's long-term financial goals.

Trustee offices operate based on the demand for trust management and fiduciary responsibilities. ensuring legal compliance, safeguarding assets, and maintaining transparency are vital factors that contribute to the growth of this segment.

The compliance office segment is driven by the increasing complexity of regulatory requirements. Ensuring adherence to laws, maintaining ethical standards, and managing risk through continuous monitoring are key factors for this segment.

Philanthropy offices are guided by the family's desire to contribute to social causes. They are driven by the need to align charitable activities with family values, establish a philanthropic strategy, and manage charitable trusts and foundations effectively.

Furthermore, the shareholder's office focuses on managing relationships and communication between family shareholders. This segment is driven by the necessity for transparency, alignment with family values and goals, and the need to manage shareholder agreements and expectations.

Breakup by Asset Class:

Bonds

Equities

Alternative Investments

Commodities

Cash or Cash Equivalents

The report has provided a detailed breakup and analysis of the market based on the asset class. This includes bonds, equities, alternative investments, commodities, and cash or cash equivalents.

The bonds segment is driven by factors such as interest rate fluctuations, credit risk of the issuer, inflation expectations, and the overall economic environment. Investors in bonds typically seek stability and predictable income, making them attractive in uncertain markets. The duration and yield of bonds can make them suitable for various investment strategies.

On the other hand, equities are influenced by corporate earnings, macroeconomic trends, market sentiment, and regulatory changes. The performance of individual companies, industry trends, and overall economic growth play key roles in determining equity prices. Investors often look to equities for potential capital appreciation and may diversify across sectors to manage risk.

Also, alternative investments are driven by the pursuit of returns uncorrelated with traditional markets, portfolio diversification, and hedging against market volatility. This segment includes investments like hedge funds, private equity, and real estate, each having unique driving factors. Market inefficiencies, managerial expertise, and specialized investment strategies can provide opportunities within alternative investments.

Furthermore, commodities are influenced by supply and demand dynamics, geopolitical events, economic conditions, and currency exchange rates. Factors such as weather patterns, technological advancements, and governmental policies can affect specific commodities like agricultural products or energy resources. Commodities can offer diversification benefits and may act as a hedge against inflation. Investors use commodities to take advantage of short-term price movements or long-term trends.

Additionally, cash or cash equivalents are driven by the need for liquidity, risk management, and preservation of capital. Interest rate movements, banking regulations, and the overall economic stability are key factors that affect this investment category. Investors may allocate to cash or cash equivalents during periods of high market uncertainty. Holding cash or cash equivalents allows for flexibility and swift response to investment opportunities.

Breakup by Service Type:

Financial Planning

Strategy

Governance

Advisory

Others

Financial planning accounts for the majority of the market share

The report has provided a detailed breakup and analysis of the market based on the service type. This includes financial planning, strategy, governance, advisory, and others. According to the report, financial planning represented the largest segment.

The financial planning segment is propelled by the comprehensive need for budgeting, risk management, tax planning, and retirement planning. A holistic approach to financial well-being and alignment with both short-term and long-term family goals are key drivers for this segment. The integration of these elements allows for a more robust and flexible financial strategy, catering to the specific needs and preferences of the family, and fostering stability and growth in their financial landscape.

On the other hand, the strategy, governance, and advisory segments focus on long-term planning, governance structures, and specialized advice. The driving factors include the need for strategic alignment with family values, the implementation of governance frameworks to ensure consistency, and access to expert advice for complex financial decisions. Additionally, the coordination between these elements ensures a cohesive approach to family wealth management, thereby enhancing the efficacy of financial strategies and providing a robust foundation for future generations.

Breakup by Region:

North America

United States

Canada

Asia Pacific

China

Japan

India

South Korea

Australia

Indonesia

Others

Europe

Germany

France

United Kingdom

Italy

Spain

Russia

Others

Latin America

Brazil

Mexico

Others

Middle East and Africa

North America exhibits a clear dominance, accounting for the largest family offices market share

The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and Middle East and Africa. According to the report, North America accounted for the largest market share.

The market in the North America region is influenced by a robust financial infrastructure, regulatory environment, economic policies, and technological advancements. The concentration of wealth, entrepreneurial growth, and a stable political system contribute to the attractiveness of the region for family offices. Investment preferences, taxation policies, and the availability of professional services tailored to high-net-worth individuals are additional factors.

A sophisticated investment landscape provides opportunities across asset classes, from traditional investments like bonds and equities to innovative sectors such as technology and sustainability. Cultural factors and local investment philosophies may also shape the approach of family offices in North America. The integration of social responsibility and ethical considerations in investment decisions has become increasingly important in the region. The region's diverse and dynamic economy provides ample opportunities and challenges that family offices must navigate to optimize investment outcomes.

Competitive Landscape:

The key players in the market are engaging in various strategies to ensure continued growth. They are emphasizing personalization and customization of services to meet the unique needs of individual clients. Adoption of technology and digital platforms is playing a critical role, allowing for more efficient management of assets and investments, and providing data-driven insights. Many family offices are expanding their services to include not just traditional wealth management but also legal, educational, philanthropic, and lifestyle management. Collaborations and partnerships with specialized firms in various sectors are also common, broadening the expertise available to clients. Furthermore, an increased focus on sustainability and responsible investing resonates with modern values, attracting new clientele.

The report has provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have also been provided. Some of the key players in the market include:

BMO Financial Group

Cambridge Associates LLC

Citigroup Inc.

HSBC Private Banking (HSBC Holdings plc)

Northern Trust Corporation

Silvercrest Asset Management Group Inc.

Stonehage Fleming Family & Partners Limited

The Bank of New York Mellon Corporation

The Bessemer Group Incorporated

The Glenmede Corporation

UBS Group AG

Wells Fargo & Company

Recent Developments:

In August 2023, BMO Financial Group announced its intention to redeem all of its U.S. $850,000,000 4.338% Subordinated Notes due October 5, 2028, on the Redemption Date of October 5, 2023, at a price equal to 100% of the principal, plus accrued and unpaid interest. The redemption, approved by the Office of the Superintendent of Financial Institutions, will cease interest accrual from the Redemption Date, and notice will be delivered to note holders in accordance with the related indenture.

In March 2023, global investment firm Cambridge Associates announced that it has met a goal it set to double investments with diverse managers three years earlier than targeted. Diverse managers are defined as firms that are a minimum of 33% owned by women and people of color.

In August 2023, Citigroup Inc. introduced the ULTIMA Mastercard credit card, specifically targeting Citi Private Bank clients in Asia, including Hong Kong and Singapore, with the initiative aligning with increased spending in these key wealth hubs. The by-invitation-only card reflects a 56% spending increase in Singapore and a 36% increase in Hong Kong during the first half of this year compared to 2019, predominantly in shopping, dining, and travel categories.

Key Questions Answered in This Report

  • 1. How big is the global family offices market?
  • 2. What is the expected growth rate of the global family offices market during 2024-2032?
  • 3. What are the key factors driving the global family offices market?
  • 4. What has been the impact of COVID-19 on the global family offices market?
  • 5. What is the breakup of the global family offices market based on the type?
  • 6. What is the breakup of the global family offices market based on the service type?
  • 7. What are the key regions in the global family offices market?
  • 8. Who are the key players/companies in the global family offices market?

Table of Contents

1 Preface

2 Scope and Methodology

  • 2.1 Objectives of the Study
  • 2.2 Stakeholders
  • 2.3 Data Sources
    • 2.3.1 Primary Sources
    • 2.3.2 Secondary Sources
  • 2.4 Market Estimation
    • 2.4.1 Bottom-Up Approach
    • 2.4.2 Top-Down Approach
  • 2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

  • 4.1 Overview
  • 4.2 Key Industry Trends

5 Global Family Offices Market

  • 5.1 Market Overview
  • 5.2 Market Performance
  • 5.3 Impact of COVID-19
  • 5.4 Market Forecast

6 Market Breakup by Type

  • 6.1 Single Family Office
    • 6.1.1 Market Trends
    • 6.1.2 Market Forecast
  • 6.2 Multi-Family Office
    • 6.2.1 Market Trends
    • 6.2.2 Market Forecast
  • 6.3 Virtual Family Office
    • 6.3.1 Market Trends
    • 6.3.2 Market Forecast

7 Market Breakup by Office Type

  • 7.1 Founders' Office
    • 7.1.1 Market Trends
    • 7.1.2 Market Forecast
  • 7.2 Multi-Generational Office
    • 7.2.1 Market Trends
    • 7.2.2 Market Forecast
  • 7.3 Investment Office
    • 7.3.1 Market Trends
    • 7.3.2 Market Forecast
  • 7.4 Trustee Office
    • 7.4.1 Market Trends
    • 7.4.2 Market Forecast
  • 7.5 Compliance Office
    • 7.5.1 Market Trends
    • 7.5.2 Market Forecast
  • 7.6 Philanthropy Office
    • 7.6.1 Market Trends
    • 7.6.2 Market Forecast
  • 7.7 Shareholder's Office
    • 7.7.1 Market Trends
    • 7.7.2 Market Forecast
  • 7.8 Others
    • 7.8.1 Market Trends
    • 7.8.2 Market Forecast

8 Market Breakup by Asset Class

  • 8.1 Bonds
    • 8.1.1 Market Trends
    • 8.1.2 Market Forecast
  • 8.2 Equities
    • 8.2.1 Market Trends
    • 8.2.2 Market Forecast
  • 8.3 Alternative Investments
    • 8.3.1 Market Trends
    • 8.3.2 Market Forecast
  • 8.4 Commodities
    • 8.4.1 Market Trends
    • 8.4.2 Market Forecast
  • 8.5 Cash or Cash Equivalents
    • 8.5.1 Market Trends
    • 8.5.2 Market Forecast

9 Market Breakup by Service Type

  • 9.1 Financial Planning
    • 9.1.1 Market Trends
    • 9.1.2 Market Forecast
  • 9.2 Strategy
    • 9.2.1 Market Trends
    • 9.2.2 Market Forecast
  • 9.3 Governance
    • 9.3.1 Market Trends
    • 9.3.2 Market Forecast
  • 9.4 Advisory
    • 9.4.1 Market Trends
    • 9.4.2 Market Forecast
  • 9.5 Others
    • 9.5.1 Market Trends
    • 9.5.2 Market Forecast

10 Market Breakup by Region

  • 10.1 North America
    • 10.1.1 United States
      • 10.1.1.1 Market Trends
      • 10.1.1.2 Market Forecast
    • 10.1.2 Canada
      • 10.1.2.1 Market Trends
      • 10.1.2.2 Market Forecast
  • 10.2 Asia-Pacific
    • 10.2.1 China
      • 10.2.1.1 Market Trends
      • 10.2.1.2 Market Forecast
    • 10.2.2 Japan
      • 10.2.2.1 Market Trends
      • 10.2.2.2 Market Forecast
    • 10.2.3 India
      • 10.2.3.1 Market Trends
      • 10.2.3.2 Market Forecast
    • 10.2.4 South Korea
      • 10.2.4.1 Market Trends
      • 10.2.4.2 Market Forecast
    • 10.2.5 Australia
      • 10.2.5.1 Market Trends
      • 10.2.5.2 Market Forecast
    • 10.2.6 Indonesia
      • 10.2.6.1 Market Trends
      • 10.2.6.2 Market Forecast
    • 10.2.7 Others
      • 10.2.7.1 Market Trends
      • 10.2.7.2 Market Forecast
  • 10.3 Europe
    • 10.3.1 Germany
      • 10.3.1.1 Market Trends
      • 10.3.1.2 Market Forecast
    • 10.3.2 France
      • 10.3.2.1 Market Trends
      • 10.3.2.2 Market Forecast
    • 10.3.3 United Kingdom
      • 10.3.3.1 Market Trends
      • 10.3.3.2 Market Forecast
    • 10.3.4 Italy
      • 10.3.4.1 Market Trends
      • 10.3.4.2 Market Forecast
    • 10.3.5 Spain
      • 10.3.5.1 Market Trends
      • 10.3.5.2 Market Forecast
    • 10.3.6 Russia
      • 10.3.6.1 Market Trends
      • 10.3.6.2 Market Forecast
    • 10.3.7 Others
      • 10.3.7.1 Market Trends
      • 10.3.7.2 Market Forecast
  • 10.4 Latin America
    • 10.4.1 Brazil
      • 10.4.1.1 Market Trends
      • 10.4.1.2 Market Forecast
    • 10.4.2 Mexico
      • 10.4.2.1 Market Trends
      • 10.4.2.2 Market Forecast
    • 10.4.3 Others
      • 10.4.3.1 Market Trends
      • 10.4.3.2 Market Forecast
  • 10.5 Middle East and Africa
    • 10.5.1 Market Trends
    • 10.5.2 Market Breakup by Country
    • 10.5.3 Market Forecast

11 Drivers, Restraints, and Opportunities

  • 11.1 Overview
  • 11.2 Drivers
  • 11.3 Restraints
  • 11.4 Opportunities

12 Value Chain Analysis

13 Porters Five Forces Analysis

  • 13.1 Overview
  • 13.2 Bargaining Power of Buyers
  • 13.3 Bargaining Power of Suppliers
  • 13.4 Degree of Competition
  • 13.5 Threat of New Entrants
  • 13.6 Threat of Substitutes

14 Price Analysis

15 Competitive Landscape

  • 15.1 Market Structure
  • 15.2 Key Players
  • 15.3 Profiles of Key Players
    • 15.3.1 BMO Financial Group
      • 15.3.1.1 Company Overview
      • 15.3.1.2 Product Portfolio
      • 15.3.1.3 Financials
      • 15.3.1.4 SWOT Analysis
    • 15.3.2 Cambridge Associates LLC
      • 15.3.2.1 Company Overview
      • 15.3.2.2 Product Portfolio
    • 15.3.3 Citigroup Inc.
      • 15.3.3.1 Company Overview
      • 15.3.3.2 Product Portfolio
      • 15.3.3.3 Financials
      • 15.3.3.4 SWOT Analysis
    • 15.3.4 HSBC Private Banking (HSBC Holdings plc)
      • 15.3.4.1 Company Overview
      • 15.3.4.2 Product Portfolio
    • 15.3.5 Northern Trust Corporation
      • 15.3.5.1 Company Overview
      • 15.3.5.2 Product Portfolio
      • 15.3.5.3 Financials
      • 15.3.5.4 SWOT Analysis
    • 15.3.6 Silvercrest Asset Management Group Inc.
      • 15.3.6.1 Company Overview
      • 15.3.6.2 Product Portfolio
      • 15.3.6.3 Financials
    • 15.3.7 Stonehage Fleming Family & Partners Limited
      • 15.3.7.1 Company Overview
      • 15.3.7.2 Product Portfolio
    • 15.3.8 The Bank of New York Mellon Corporation
      • 15.3.8.1 Company Overview
      • 15.3.8.2 Product Portfolio
      • 15.3.8.3 Financials
      • 15.3.8.4 SWOT Analysis
    • 15.3.9 The Bessemer Group Incorporated
      • 15.3.9.1 Company Overview
      • 15.3.9.2 Product Portfolio
    • 15.3.10 The Glenmede Corporation
      • 15.3.10.1 Company Overview
      • 15.3.10.2 Product Portfolio
    • 15.3.11 UBS Group AG
      • 15.3.11.1 Company Overview
      • 15.3.11.2 Product Portfolio
      • 15.3.11.3 Financials
    • 15.3.12 Wells Fargo & Company
      • 15.3.12.1 Company Overview
      • 15.3.12.2 Product Portfolio
      • 15.3.12.3 Financials
      • 15.3.12.4 SWOT Analysis