Research

Investing in the future: Insights from The 2023 Family Office Investment Study

Learn how family office CIOs are thinking about their allocations to their investment programs.

Key Takeaways

Since 2019, Fidelity has fielded a bi-annual investment survey to help family offices gain insight into how their peers are investing and planning for the future.
The 2023 Family Office Investment Study surveyed 83 single-family offices with a total net worth of $432 billion.
This snapshot reveals insights on how family offices are approaching asset allocation, portfolio construction, alternative investments, direct indexing, and deal flow.

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Investing in the future: Insights from The 2023 Family Office Investment Study

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