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James Wright

Why family offices are rethinking their asset mix

With troubles across their portfolios, they are scrambling to rediscover defensive income.

A quiet transition is underway in the private offices of high-net-worth individuals, with defensive income becoming a real focus.

Private family offices and high-net-wealth individuals have followed a vastly different allocation to the institutional players that offer super and investment products.

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James Wright is a founding partner of Sayers, a modern advisory and investment business.

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    Original URL: https://www.afr.com/wealth/personal-finance/why-family-offices-are-rethinking-their-asset-mix-20230908-p5e387