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2018 Family Office Outlook

Spurred by continued wealth creation, globalization of businesses and investments and continued concentration of wealth, family offices have continued to proliferate worldwide. In 2017, Handler Thayer attorneys attended and conducted presentations at thirty tax, estate, family office and wealth management conferences in addition to conferences and lectures sponsored by professional associations, private companies and television and radio programs. Handler Thayer also hosted its own Third Annual Family Office Private Capital Forum on June 21, 2017 that examined how family offices approach the world of private capital investing. Based on these educational conferences, industry research, direct client experience and other observations, here are the firm’s predictions of top trends for family offices in 2018:

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