On September 26, 2023, Politecnico di Milano’s School of Management hosted the much-anticipated Presentation of the 2024 Family Office Observatory. The event brought together industry leaders, financial experts, and representatives from family offices to discuss trends and challenges in wealth management. This annual gathering serves as a vital platform for understanding the evolving landscape of family offices, particularly in light of global economic shifts and investment trends.
Key topics discussed included:
Sustainable and ESG Investments: As family offices increasingly align their portfolios with environmental, social, and governance criteria, the observatory provided critical insights into the growing importance of sustainable finance.
Technological Transformation: The role of technology in optimizing portfolio management, improving transparency, and managing risk was highlighted, offering a glimpse into how family offices are adapting to the digital age.
Succession and Governance: As wealth transitions between generations, the observatory emphasized the need for solid governance frameworks and thoughtful succession planning.
Among the attendees was Benjamin Radomski, CEO of BEV Capital, who was present to gain insights into these key issues impacting family offices globally. “It’s important for us to stay ahead of trends in the family office space, especially as investment approaches shift toward sustainability and technological innovation,” said Radomski.
The Family Office Observatory, a product of ongoing research by Politecnico di Milano, delivers valuable data that helps industry players—such as family offices, advisors, and wealth management professionals—make informed decisions in an increasingly complex financial environment.
This year’s event facilitated dynamic discussions around the future of family offices, including how they manage risks, grow wealth across generations, and balance traditional and innovative investment strategies. For those in attendance, it was an invaluable opportunity to connect and exchange ideas.
About the Family Office Observatory
The Family Office Observatory is an annual research initiative led by Politecnico di Milano’s School of Management. It offers a comprehensive analysis of trends, challenges, and best practices within the family office sector, providing a reliable benchmark for family office executives and advisors worldwide.
#FamilyOffice2024 #WealthManagement #SustainableInvesting #ESGInvestments #TechInFinance #SuccessionPlanning #FinancialInnovation #PolitecnicoDiMilano #InvestmentTrends #WealthAcrossGenerations #BEVCapital #FutureOfFinance
コメント