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Story perspectives

US Family Offices Shift Focus to Global Investments

2/6/2025

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Summary

Story summary

Family offices are diversifying investments beyond the US, targeting selective small caps and international markets.
In 2024, US family offices have seen returns of 15-17%, comparable to the S&P 500.
Growing concerns about US market risks are driving clients to seek diversification strategies.
Active managers are being engaged for targeted investments in volatile small-cap stocks and robust foreign markets.

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Story summary

Family offices are diversifying investments beyond the US, targeting selective small caps and international markets.
In 2024, US family offices have seen returns of 15-17%, comparable to the S&P 500.
Growing concerns about US market risks are driving clients to seek diversification strategies.
Active managers are being engaged for targeted investments in volatile small-cap stocks and robust foreign markets.