家族理财办公室调整资产配置以应对不断变化的挑战.pptxVIP

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家族理财办公室调整资产配置以应对不断变化的挑战.pptx

FamilyOfficeStudy

Newassetallocationinchallengingtimes

July2026

CoverGeorgePachantouris/GettyImages

Familyofficeshaveevolvedintohighlyprofessionalorganizationsandaretodayimportantplayersinglobalfinancialmarkets.Aslong-terminvestors,theyfocusoncapitalpreservation,disciplinedrisktakingand

diversifiedassetportfolios.ThesedevelopmentsareespeciallyvisibleintheDACHregion–Germany,AustriaandSwitzerland–thatistheprimaryfocusofthisstudy,buttheyarealsoofimportanceforothermarkets.

Inamacroeconomicenvironmentshapedbychallenges

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