Series of thought leadership papers by Deloitte and UBS

Unlocking Family Wealth

In 2021, Deloitte will release a series of thought leadership papers to deeply explore the family office's challenges and appropriate approach in recent years, and how to effectively make the family business succession plan, with topics ranging from the role of the family office in intergenerational succession, the importance of family governance, family investment and next generation, and family business sustainability etc.

Legacy and Innovation

This white paper is a part of report series launched by Deloitte Private in collaboration with UBS to explore the trends and outlook of family offices, with topics ranging from family succession, family governance, and the roles of next generation to sustainable investing etc.

For centuries, succession and next generation development has always been at the top of the agenda for family enterprises. Both family businesses and the next generation of successors are constantly looking for ways to transform in order to find their place in a rapidly evolving world. In a world of relatively low fixed income yields, many family offices are looking at growth assets with attractive returns, including private market investments. Some family offices across the Asia Pacific have already initiated their journeys in private equity investments to embrace vigorous growth opportunities at home, while building up credentials and discovering their roles in their family business along the way.

We have summarized a few key takeaways from the white paper for your reference and considerations. For more information, please refer to the white paper.

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