한글목차

세계의 패밀리 오피스 시장 전망은 유산 및 계획 관리, 라이프스타일 관리, 투자 관리, 가족 자산 교육 시장에서의 기회로 인해 유망한 전망을 보여주고 있습니다. 세계 패밀리 오피스 시장은 2025-2031년 연평균 복합 성장률(CAGR) 7.5%를 보일 것으로 예측됩니다. 이 시장의 주요 촉진요인은 부유층 증가, 자산 관리 서비스에 대한 수요 증가, 다세대 자산 보존에 대한 관심 증가 등입니다.

• Lucintel의 예측에 따르면 유형별로는 싱글 패밀리 오피스가 예측 기간 중 가장 높은 성장률을 보일 것으로 예측됩니다.
• 용도별로는 유산 및 계획관리가 가장 높은 성장률을 보일 것으로 예측됩니다.
• 지역별로는 북미가 예측 기간 중 가장 높은 성장률을 보일 것으로 예측됩니다.

패밀리 오피스 시장의 새로운 동향

패밀리 오피스 시장의 최근 동향

패밀리 오피스 시장은 혁신의 급격한 증가와 특정 최종사용자 니즈에 대한 전략적 집중으로 특징지어지는 현저한 발전의 시기를 맞이하고 있습니다. 이러한 변화는 운영 효율성 향상과 초부유층 가족의 변화하는 요구에 대응하는 데 중점을 두면서 제품 제공, 관리 프로세스, 시장 성장에 영향을 미치고 있습니다.

• 사모시장 배분 증가: 최근 패밀리 오피스의 사모시장(특히 사모펀드와 벤처캐피탈)에 대한 배분이 크게 증가하고 있습니다. 이는 더 높은 이익률과 투자에 대한 더 큰 통제력을 추구하려는 의지와 공개 시장에서의 출구 기회가 제한적인 환경에 의해 촉진되고 있습니다. 이러한 변화로 인해 패밀리 오피스는 주요 자금 공급원으로 자리매김하고 있습니다.
• 후계자 육성과 차세대에 대한 집중: 후계자 계획에서 차세대 참여를 중시하는 움직임이 두드러집니다. 패밀리 오피스는 교육 프로그램과 거버넌스 체계를 구축하여 젊은 가족 구성원이 역할을 수행할 수 있도록 준비하고 있습니다. 이를 통해 원활한 자산 이전을 실현하고, 투자 전략을 차세대 가치관에 맞게 조정하는 것을 목표로 하고 있습니다.
• 새로운 세계 거점 구축: 최근 싱가포르, 두바이 등 패밀리 오피스를 위한 신흥 세계 거점들이 부상하고 있습니다. 이들 도시는 우대 세제, 비즈니스 친화적인 규제, 안정적인 정치 환경을 통해 패밀리 오피스를 유치하고 있으며, 유럽과 북미의 전통적 금융 센터에 대한 유력한 대안을 제공합니다.
• 사이버 보안 대책 강화: 사이버 공격 증가에 대응하여 패밀리 오피스는 보안 대책을 대폭 강화하고 있습니다. 기밀성이 높은 금융 데이터와 개인 정보를 다루는 이들에게 이는 매우 중요한 진전입니다. 자산 보호와 가족 정보의 프라이버시 보장을 위해 첨단 보안 프로토콜과 인재 육성에 투자하고 있습니다.
• 공동투자클럽의 역할 확대: 최근 패밀리 오피스 간 공동투자클럽이 형성되고 있는 추세를 들 수 있습니다. 이들 클럽은 대규모 프로젝트를 위한 자금 풀링과 실사 공유를 가능하게 합니다. 이를 통해 단독 패밀리 오피스가 접근하기 어려운 투자기회에 대한 접근을 실현하고, 리스크 분산과 딜 플로우를 개선하고 있습니다.

이러한 최근 추세는 전문성과 리스크 관리의 수준을 높여 패밀리 오피스 시장에 큰 영향을 미치고 있습니다. 사모시장 투자 및 공동투자클럽으로의 전환은 거래의 흐름을 촉진하는 한편, 사업승계 계획과 사이버 보안에 대한 집중은 가족 자산의 장기적인 지속가능성과 안전성을 보장합니다.

목차

제1장 개요

제2장 시장 개요

• 배경과 분류
• 공급망

제3장 시장 동향과 예측 분석

• 거시경제 동향과 예측
• 업계 촉진요인과 과제
• PESTLE 분석
• 특허 분석
• 규제 환경

제4장 세계의 패밀리 오피스 시장 : 유형별

• 매력 분석 : 유형별
• 멀티
• 가상
• 싱글

제5장 세계의 패밀리 오피스 시장 : 용도별

• 매력 분석 : 용도별
• 유산관리·계획 관리
• 라이프스타일 관리
• 투자 관리
• 가족 자산 교육

제6장 지역별 분석

제7장 북미의 패밀리 오피스 시장

• 북미의 패밀리 오피스 시장 : 유형별
• 북미의 패밀리 오피스 시장 : 용도별
• 미국의 패밀리 오피스 시장
• 멕시코의 패밀리 오피스 시장
• 캐나다의 패밀리 오피스 시장

제8장 유럽의 패밀리 오피스 시장

• 유럽의 패밀리 오피스 시장 : 유형별
• 유럽의 패밀리 오피스 시장 : 용도별
• 독일의 패밀리 오피스 시장
• 프랑스의 패밀리 오피스 시장
• 스페인의 패밀리 오피스 시장
• 이탈리아의 패밀리 오피스 시장
• 영국의 패밀리 오피스 시장

제9장 아시아태평양의 패밀리 오피스 시장

• 아시아태평양의 패밀리 오피스 시장 : 유형별
• 아시아태평양의 패밀리 오피스 시장 : 용도별
• 일본의 패밀리 오피스 시장
• 인도의 패밀리 오피스 시장
• 중국의 패밀리 오피스 시장
• 한국의 패밀리 오피스 시장
• 인도네시아의 패밀리 오피스 시장

제10장 기타 지역(ROW)의 패밀리 오피스 시장

• ROW의 패밀리 오피스 시장 : 유형별
• ROW의 패밀리 오피스 시장 : 용도별
• 중동의 패밀리 오피스 시장
• 남미의 패밀리 오피스 시장
• 아프리카의 패밀리 오피스 시장

제11장 경쟁 분석

• 제품 포트폴리오 분석
• 운영 통합
• Porter's Five Forces 분석
• 시장 점유율 분석

제12장 기회와 전략 분석

• 밸류체인 분석
• 성장 기회 분석
• 세계의 패밀리 오피스 시장의 새로운 동향
• 전략 분석

제13장 밸류체인에서 주요 기업의 개요

• 경쟁 분석
• Cascade Investment
• Bezos Expedition
• Pictet
• Atlantic Trust
• Walton Enterprises
• Wilmington Trust
• Mousse Partners Limited
• Abbot Downing
• Ballmer Group
• Citi Private Bank

제14장 부록

영문목차

The future of the global family office market looks promising with opportunities in the legacy & planning management, lifestyle management, investment management, and family wealth education markets. The global family office market is expected to grow with a CAGR of 7.5% from 2025 to 2031. The major drivers for this market are the increasing number of high-net-worth individuals, the rising demand for wealth management services, and the growing focus on multi-generational wealth preservation.

• Lucintel forecasts that, within the type category, single is expected to witness the highest growth over the forecast period.
• Within the application category, legacy & planning management is expected to witness the highest growth.
• In terms of region, North America is expected to witness the highest growth over the forecast period.

Emerging Trends in the Family Office Market

Recent Developments in the Family Office Market

The family office market is experiencing a period of significant development, marked by a surge in innovation and a strategic focus on specific end-user needs. These changes are influencing product offerings, management processes, and market growth, with a clear emphasis on enhancing operational efficiency and meeting the evolving demands of ultra-high-net-worth families.

• Increased Allocation to Private Markets: A key recent development is the substantial increase in family office allocations to private markets, especially private equity and venture capital. This is driven by a desire for higher returns and more control over investments, as well as an environment with limited public market exit opportunities. This shift is positioning them as major capital sources.
• Focus on Succession Planning and NextGen: There has been a significant development in succession planning, with a greater emphasis on engaging the next generation. Family offices are creating educational programs and governance structures to prepare younger family members for their roles, ensuring a smooth wealth transfer and aligning investment strategies with their values.
• Establishment of New Global Hubs: Recent developments include the rise of new global hubs for family offices, such as Singapore and Dubai. These cities are attracting family offices through favorable tax incentives, business-friendly regulations, and a stable political environment, providing a viable alternative to traditional financial centers in Europe and North America.
• Enhanced Cybersecurity Measures: In response to a growing number of cyberattacks, family offices are significantly enhancing their cybersecurity measures. This is a critical development, as they manage sensitive financial and personal data. They are investing in advanced security protocols and training to protect their assets and ensure the privacy of family members.
• Growing Role of Co-Investment Clubs: A recent development is the formation of co-investment clubs among family offices. These clubs allow families to pool capital for large deals and share due diligence. This provides access to investment opportunities that would otherwise be out of reach for a single family office, thereby diversifying risk and improving deal flow.

These recent developments are profoundly impacting the family office market by elevating the standards of professionalism and risk management. The shift toward private market investments and co-investment clubs is enhancing deal flow, while the focus on succession planning and cybersecurity is ensuring the long-term sustainability and security of family wealth.

Strategic Growth Opportunities in the Family Office Market

The family office market presents numerous strategic growth opportunities across various key applications. These opportunities are driven by the need for enhanced product quality, health, and efficacy in a wide range of products. Companies can leverage these trends to innovate and expand their market presence.

• Direct Investments in Technology Startups: The technology sector, especially in areas like AI, fintech, and biotech, offers a prime growth opportunity. Family offices can directly invest in promising startups, providing patient capital and strategic guidance. This allows them to capitalize on disruptive innovation and potentially achieve significant returns, bypassing traditional fund fees.
• Impact and ESG-Focused Ventures: A major growth opportunity lies in the impact investing and ESG space. As more families, particularly the next generation, seek to align their wealth with their values, there is a demand for investment opportunities that generate both financial returns and a positive social or environmental impact.
• Real Estate and Infrastructure Projects: Real estate and infrastructure remain core growth areas. Family offices can invest directly in large-scale projects, such as commercial properties, renewable energy plants, and data centers. These assets provide stable, long-term returns and are often less correlated with public markets, making them ideal for wealth preservation.
• Private Credit and Lending: The private credit market offers a significant growth opportunity. As traditional banks have tightened their lending criteria, family offices can step in to provide direct lending to businesses. This high-yield segment allows them to generate attractive, risk-adjusted returns and diversify away from traditional equity investments.
• Succession Planning and Governance Services: A strategic growth opportunity lies in providing specialized services for succession planning and governance. This includes consulting on legal structures, facilitating family meetings, and educating the next generation on wealth management. This is a high-value service that helps family offices navigate the complexities of wealth transfer.

Strategic growth opportunities in the family office market are concentrated in high-value, consumer-centric segments. By focusing on direct technology investments, impact investing, real estate, private credit, and specialized governance services, companies can align their strategies with the most dynamic parts of the market. This targeted approach will drive product innovation and market leadership, ensuring sustained growth and profitability.

Family Office Market Driver and Challenges

The family office market is influenced by a dynamic interplay of technological, economic, and regulatory factors. The major drivers are creating a strong demand for sophisticated wealth management and effective solutions, pushing the industry forward. However, several challenges related to costs, regulations, and market competition must be addressed for sustained growth.

The factors responsible for driving the family office market include:

1. Generational Wealth Transfer: The ongoing "great wealth transfer," where trillions of dollars are passed from one generation to the next, is a major driver. This is creating a new wave of demand for professional wealth management structures to preserve and grow inherited wealth, leading to the formation of new family offices.

2. Desire for Greater Control: A primary driver is the desire among ultra-high-net-worth families to have greater control over their investments. This is leading them away from traditional wealth managers toward the family office model, which allows for direct and bespoke investment strategies tailored to their specific needs and values.

3. Technological Advancements: Technological advancements are a key driver. The availability of sophisticated software for portfolio management, data analytics, and risk assessment is making it easier for family offices to operate efficiently and make informed decisions, allowing them to rival institutional investors in their capabilities.

4. Global Economic Uncertainty: Global economic uncertainty, including market volatility and geopolitical risks, is driving families to seek a more secure and resilient wealth management structure. Family offices, with their long-term perspective and ability to invest in illiquid assets, are well-positioned to navigate these challenges.

5. Rising Global Wealth: The rapid creation of new wealth, particularly in Asia, is a fundamental market driver. As more individuals achieve ultra-high-net-worth status, the demand for sophisticated and discreet wealth management solutions like family offices grows, leading to market expansion.

Challenges in the family office market are:

1. Talent Acquisition and Retention: A significant challenge is attracting and retaining top talent. Family offices require a wide range of expertise, from investment management to legal and tax compliance. They must compete with established financial institutions, and finding professionals with the right skill set and a discreet, loyal disposition is difficult.

2. Regulatory Complexity: Family offices face the challenge of navigating complex and evolving regulatory frameworks. The lack of a standardized regulatory body and the need to comply with different regulations in various jurisdictions can be a significant burden, especially for multi-jurisdictional family offices.

3. Inter-generational Conflicts: The differing values and investment philosophies between generations can be a major challenge. The founding generation may prioritize wealth preservation, while the next generation may favor riskier investments or impact-focused strategies, leading to conflicts that can disrupt the family office's mission.

The family office market is experiencing robust growth driven by the powerful trends of wealth transfer, the desire for control, and technological advancements. However, this growth is tempered by significant challenges, including the difficulty of finding top talent, navigating complex regulations, and managing inter-generational conflicts. The ability to professionalize and adapt to these challenges will be crucial for the long-term success and sustainability of a family office.

List of Family Office Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies family office companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the family office companies profiled in this report include-

• Cascade Investment
• Bezos Expedition
• Pictet
• Atlantic Trust
• Walton Enterprises
• Wilmington Trust
• Mousse Partners Limited
• Abbot Downing
• Ballmer Group
• Citi Private Bank

Family Office Market by Segment

The study includes a forecast for the global family office market by type, application, and region.

Family Office Market by Type [Value from 2019 to 2031]:

• Multi
• Virtual
• Single

Family Office Market by Application [Value from 2019 to 2031]:

• Legacy & Planning Management
• Lifestyle Management
• Investment Management
• Family Wealth Education

Family Office Market by Region [Value from 2019 to 2031]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the Family Office Market

The global family office market is undergoing a significant evolution, driven by the "great wealth transfer" and a desire for more sophisticated wealth management. Recent developments are centered on professionalization, diversification of investment portfolios, and a strategic focus on direct and impact investing across major global markets, as family offices seek greater control and social alignment.

• United States: The U.S. market continues to be a leader, with a strong emphasis on direct investments in private equity and venture capital. Developments are driven by a desire to capitalize on disruptive technologies like AI and fintech. U.S. family offices are also increasingly focused on impact investing and integrating ESG factors into their portfolios, reflecting the values of the next generation.
• China: China's family office market is in a rapid growth phase, propelled by a surge of new wealth from technology and real estate. Recent developments are marked by a move toward professionalized wealth management and a greater interest in diversified, cross-border investments. There is also a strong push toward digital transformation to enhance operational efficiency and portfolio management.
• Germany: Germany's market is characterized by a high degree of conservatism and a strong focus on wealth preservation. Recent developments include an increased allocation to alternative assets like private equity, real estate, and infrastructure to seek long-term returns. German family offices are also increasingly integrating ESG and sustainable investing into their strategies to align with both family and national values.
• India: India's family office market is experiencing explosive growth, fueled by its vibrant startup ecosystem and new-economy entrepreneurs. Developments are centered on professionalizing family wealth management and a growing interest in direct investments in domestic and global startups. Many family offices are also exploring new legal structures to improve tax efficiency and facilitate inter-generational wealth transfer.
• Japan: Japan's family office market is developing with a focus on generational transition and a shift away from a traditional corporate structure. Recent developments include a greater openness to private equity and global investment opportunities to diversify portfolios. There is also a growing interest in sustainable and socially responsible investments to align with the values of the next generation of family leaders.

Features of the Global Family Office Market

• Market Size Estimates: Family office market size estimation in terms of value ($B).
• Trend and Forecast Analysis: Market trends (2019 to 2024) and forecast (2025 to 2031) by various segments and regions.
• Segmentation Analysis: Family office market size by type, application, and region in terms of value ($B).
• Regional Analysis: Family office market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis of growth opportunities in different type, application, and regions for the family office market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape of the family office market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the family office market by type (multi, virtual, and single), application (legacy & planning management, lifestyle management, investment management, and family wealth education), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

• 2.1 Background and Classifications
• 2.2 Supply Chain

3. Market Trends & Forecast Analysis

• 3.1 Macroeconomic Trends and Forecasts
• 3.2 Industry Drivers and Challenges
• 3.3 PESTLE Analysis
• 3.4 Patent Analysis
• 3.5 Regulatory Environment

4. Global Family Office Market by Type

• 4.1 Overview
• 4.2 Attractiveness Analysis by Type
• 4.3 Multi : Trends and Forecast (2019-2031)
• 4.4 Virtual : Trends and Forecast (2019-2031)
• 4.5 Single : Trends and Forecast (2019-2031)

5. Global Family Office Market by Application

• 5.1 Overview
• 5.2 Attractiveness Analysis by Application
• 5.3 Legacy & Planning Management : Trends and Forecast (2019-2031)
• 5.4 Lifestyle Management : Trends and Forecast (2019-2031)
• 5.5 Investment Management : Trends and Forecast (2019-2031)
• 5.6 Family Wealth Education : Trends and Forecast (2019-2031)

6. Regional Analysis

• 6.1 Overview
• 6.2 Global Family Office Market by Region

7. North American Family Office Market

• 7.1 Overview
• 7.2 North American Family Office Market by Type
• 7.3 North American Family Office Market by Application
• 7.4 The United States Family Office Market
• 7.5 Canadian Family Office Market
• 7.6 Mexican Family Office Market

8. European Family Office Market

• 8.1 Overview
• 8.2 European Family Office Market by Type
• 8.3 European Family Office Market by Application
• 8.4 German Family Office Market
• 8.5 French Family Office Market
• 8.6 Italian Family Office Market
• 8.7 Spanish Family Office Market
• 8.8 The United Kingdom Family Office Market

9. APAC Family Office Market

• 9.1 Overview
• 9.2 APAC Family Office Market by Type
• 9.3 APAC Family Office Market by Application
• 9.4 Chinese Family Office Market
• 9.5 Indian Family Office Market
• 9.6 Japanese Family Office Market
• 9.7 South Korean Family Office Market
• 9.8 Indonesian Family Office Market

10. ROW Family Office Market

• 10.1 Overview
• 10.2 ROW Family Office Market by Type
• 10.3 ROW Family Office Market by Application
• 10.4 Middle Eastern Family Office Market
• 10.5 South American Family Office Market
• 10.6 African Family Office Market

11. Competitor Analysis

• 11.1 Product Portfolio Analysis
• 11.2 Operational Integration
• 11.3 Porter's Five Forces Analysis
  • Competitive Rivalry
  • Bargaining Power of Buyers
  • Bargaining Power of Suppliers
  • Threat of Substitutes
  • Threat of New Entrants
• 11.4 Market Share Analysis

12. Opportunities & Strategic Analysis

• 12.1 Value Chain Analysis
• 12.2 Growth Opportunity Analysis
  • 12.2.1 Growth Opportunity by Type
  • 12.2.2 Growth Opportunity by Application
• 12.3 Emerging Trends in the Global Family Office Market
• 12.4 Strategic Analysis
  • 12.4.1 New Product Development
  • 12.4.2 Certification and Licensing
  • 12.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

13. Company Profiles of the Leading Players Across the Value Chain

• 13.1 Competitive Analysis
• 13.2 Cascade Investment
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.3 Bezos Expedition
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.4 Pictet
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.5 Atlantic Trust
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.6 Walton Enterprises
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.7 Wilmington Trust
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.8 Mousse Partners Limited
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.9 Abbot Downing
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.10 Ballmer Group
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 13.11 Citi Private Bank
  • Company Overview
  • Family Office Market Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing

14. Appendix

• 14.1 List of Figures
• 14.2 List of Tables
• 14.3 Research Methodology
• 14.4 Disclaimer
• 14.5 Copyright
• 14.6 Abbreviations and Technical Units
• 14.7 About Us
• 14.8 Contact Us