Family Offices Buy Real Estate And Alternatives
Family offices are bracing for higher inflation and shifting allocations, according to the J.P. Morgan Private Bank Global Family Office Report surveying 333 single-family offices with average net worth $1.6 billion. The report finds 64% cite interest rates and 61% cite inflation as top risks; 65% prioritize AI, and respondents hold about 40% in public equities and 34% in private investments. Many increase real estate and alternatives as hedges.
Key Points
- 1Cite interest rates and inflation as top risks (64% and 61%) in survey.
- 2Shift allocations into real estate and alternatives, with 60% in alternatives among inflation-concerned respondents.
- 3Prioritize cash liquidity and diversify AI concentration, using real estate and private funds as hedges.
Scoring Rationale
Survey provides timely, credible data from J.P. Morgan, but limited novelty and narrow family-office scope.
Sources
Public references used for this report.
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