The Family Office Evolution

A significant shift is taking place for Family Offices. No longer content with merely generating wealth, many Family Offices are now leveraging their resources to drive meaningful change. This transformative approach, known as “Value-based investing”, is redefining the intersection of prosperity and purpose. At AFOA we provide our Family Office members these networks of operators, CEO’s and advisors to manager these changes in partnership with other likeminded families.

Family Offices collaborate with each other as a rule rather than an exception
Collaborations between different Family Offices offer a variety of benefits, including access to new investment opportunities, shared resources, and knowledge transfer. Through collaborations, synergies can be created that enhance the operational efficiency and resilience of the participating Family Offices. These partnerships enable the sharing of best practices and innovative solutions, as well as the collective tackling of challenges. The AFOA Alliance was therefore established.

AFOA Solution for Value-Based Investing
The Family Office industry is consolidating, given the cost pressure, and it is becoming increasing difficulty to hire talent. AFOA Investment Alliance will offer the benefits of shared resources and shared costs.

Diverse Portfolio Construction: Family Offices are focusing on diversifying their investment portfolios, with substantial investments in private equity, real estate, sustainable ventures and new, upcoming asset classes to mitigate risks and enhance returns.

Sustainable Investing: Family Offices are increasingly investing in private equity for high returns and incorporating Environmental, Social, and Governance (ESG) criteria into their investment strategies to align with the next generation's preference for responsible investing.

Talent War: Family Offices are in direct competition with Wall Street for top financial professionals, leading to an escalation in salary offers and the need for competitive compensation packages to attract and retain talent.