As the landscape of wealth management continues to evolve, family offices are being pushed to adopt a more proactive, strategic, and risk-aware approach. The 2024 PwC Global Family Office Survey highlights some key priorities and concerns that are shaping decision-making across global and regional family offices—and they directly reflect the questions and needs of our clients at Nob Hill Family Office.

Here are the main takeaways—and what they mean for business families in Brazil and beyond.

1. Governance and Professionalization Are Non-Negotiable

According to PwC, 81% of family offices plan to improve their governance structures in the next two years. This includes clearer investment mandates, stronger decision-making frameworks, and more structured succession plans. A robust governance model reduces conflict, strengthens alignment between family members, and improves transparency.

How we help: At Nob Hill Family Office, we support families in implementing governance frameworks that combine efficiency, family values, and long-term strategy. We help define roles, rules, and responsibilities—essential elements in avoiding crises before they happen.

2. Strategic Succession Planning is Urgent

Only 30% of family offices have a formally documented succession plan, according to the survey. This is particularly risky in regions like Latin America, where many family offices were created recently and are still closely tied to the founding generation.

Succession must be treated as a process—not an event—and should include financial education, strategic exposure, and structured mentorship for the next generation.

How we help: We structure succession journeys that combine governance, leadership development, and emotional intelligence, preparing heirs to lead with confidence and vision.

3. Portfolio Diversification and Risk Management

62% of family offices globally have increased diversification in the past 12 months, particularly in private equity, real estate, and alternatives. At the same time, risk management—especially around geopolitical tension, inflation, and tax regimes—has become a central concern.

Families that fail to reassess their investment strategies in today’s volatile environment risk compromising their wealth preservation goals.

How we help: We build customized, long-term portfolios with an integrated view of risk and opportunity—considering economic cycles, family goals, and cross-border realities.

4. ESG Integration: From Trend to Requirement

The study shows a growing gap between ESG awareness and action. While almost 80% of family offices recognize the importance of sustainability, only 30% have integrated ESG into their investment decision-making.

Those who act now will not only align their values with their strategies—but also gain a competitive edge in long-term investment performance and social impact.

How we help: We support clients in developing ESG-aligned investment strategies, building impact-driven portfolios, and incorporating sustainability into their business and family governance models.

5. Technology and Cybersecurity: Growing Expectations

Digital transformation is no longer optional. Family offices must modernize their systems—not just to increase efficiency, but also to reduce exposure to cybersecurity threats. The PwC study highlights growing concern with data protectionand the need for professionalized IT structures.

How we help: We guide families through digital transitions, select secure platforms, and implement data protection protocols that ensure privacy without compromising agility.

Conclusion: Strategic Clarity in a Complex World

Whether in São Paulo, New York, or Zurich, family offices are facing similar dilemmas: how to preserve wealth across generations while remaining agile in a world of rapid change.

At Nob Hill Family Office, our mission is to help families transform complexity into clarity—turning good intentions into solid strategy.

If your family business or investment structure is at a turning point, get in touch. Together, we can build a plan that protects your legacy and prepares your next generation to thrive.