家族办公室 · 2026 年 10 月第 4 周

贝莱德家办调查:治理首度超越报酬,成为最大挑战

Business Wire (via FinancialContent) · 2026-10-21

贝莱德与Preqin调查美洲逾200家单一家办、合计近5,000亿美元可投资资产:近30%视治理与决策为首要挑战,已超越投资报酬;近三成将加码基础建设,约三分之二的次世代仍少参与投资决策。背景是2048年前约124兆美元的财富移转。

学习单字
  • investable assets可投资资产:扣除自住房产等后,可用于投资配置的金融资产
  • exit environment出场环境,指IPO、并购等退出管道的热度
  • risk-adjusted returns风险调整后报酬

BlackRock research finds generational divide among family offices amid $124 trillion wealth transfer

BlackRock and Preqin surveyed 200+ Americas single family offices with nearly $500bn in investable assets. Nearly 30% now rank governance and decision-making as the top challenge, ahead of returns; nearly three in ten plan more infrastructure, while about two-thirds report little next-gen input — ahead of a $124tn wealth transfer to 2048.

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