Are You Ready?

The rapid pace of technological innovation means that early adopters have a unique opportunity to secure significant competitive advantages. Technologies like AI and blockchain are not just trends—they are foundational shifts that will underpin future economic growth and societal change. Investing now in these transformative technologies ensures that you are not just keeping pace, but leading the charge.

Family Office Trends

1. Increased Direct Investment Interest

Family offices are increasingly turning to direct investments for greater control and potential returns. This shift brings challenges such as operational risk, need for in-depth due diligence, and finding high-quality deal flow. The rise in direct investing requires a more hands-on approach, often stretching the capabilities of family office staff. This shift brings challenges such as operational risk, the need for in-depth due diligence, and finding high-quality deal flow.

2. Enhanced Deal Flow

Improved deal flow is a top priority for family offices in 2023. Many struggle with finding and evaluating the right opportunities amidst market volatility. This struggle is compounded by the need to sift through numerous deals to find those with true potential.

3. Emphasis on Diversification

Family offices are diversifying across geographies and sectors to mitigate risk. Proper diversification requires specialized knowledge and strategic planning. The complexity of managing a diversified portfolio demands rigorous analysis and constant monitoring. “Family offices use diversification with 85% of family offices believing in broad diversification of factors, and 74% using diversification across geographies” – Dentons

4. Importance of Specialized Expertise

Deep expertise in specialist areas is crucial for successful investments. Selecting the right external partners and service providers is essential for informed decision-making. Expertise in niche sectors can lead to better identification and execution of investment opportunities. “65% of respondents agree that deep expertise in specialist areas is the most important criterion when selecting an external partner, service provider or supplier” – Dentons 

5. Learning from Past Challenges

Some family offices have paused direct investments after experiencing difficulties. Avoiding past mistakes necessitates a rigorous, ongoing assessment of opportunities and strategies. Learning from failures and adjusting strategies accordingly can prevent future missteps. The experience of family offices “depends on their ability to manage the due diligence process” – Brian Formento, UBS Private Wealth Management.

6. Venture Deal Flow and Innovation

Family offices seek to capitalize on venture deal flow and innovative startups. Balancing the pursuit of groundbreaking opportunities with thorough due diligence is key to success. Engaging with early-stage ventures requires a delicate balance of risk management and innovative thinking.

Conclusion ⎯
Now is the time for family offices to act, leveraging expert guidance to navigate the opportunities of direct investment while mitigating unnecessary risk exposure. At Verityn Growth Partners, we provide the frameworks and insights needed to turn these challenges into opportunities, ensuring your investments are well-positioned for growth and resilience.

It's Here

These technologies are not a dream. Just two years ago, people mocked the idea of AI generating high-quality art. Today, AI-generated photographs, audio, and even entire digital experiences are indistinguishable from those created by humans. Those who embrace discomfort shape the new reality.

Trust Is Crucial

In the future, identity, trust, and reputation will be paramount. Technologies like blockchain ensure provenance, trust, and security. Trust is the cornerstone of society and governance, and these technologies provide the assurance needed in an increasingly digital world.

Assurance

Rapid change can spur chaos. Those who look ahead and consider the impacts on lifespan, crop growth, climate, social unrest, and more are the only ones who will protect their wealth and well-being. Being proactive rather than reactive is key to thriving in times of transformation.

The Everything Bubble

Traditional safe havens like gold, real estate, and stock markets are no longer holding true due to global monetary policies, data breaches, and lower barriers to technology. Their value in many ways is also tied primarily to narrative. Investing in transformative technologies now is about mitigating risk in an increasingly unstable world.

Life has always been a high-stakes game, but AI, representing the peak of human intelligence and soon surpassing it, will align with us because it is an extension of ourselves. It will cause problems but solve them just as rapidly, bringing in an era of prosperity where every human can thrive on their own planet, with self-healing bodies and eternal life, as we repair and expand beyond Earth. AI represents the culmination and surpassing of human intelligence. AI will align with humans because it is an extension of ourselves.
JobyFi AI Advisor Network
"Now or never" has rarely rung so true. Those who elect to ignore the current confluence of innovation, commit themselves not just to ignorance but to demise. There is nothing more powerful in this world than narrative or construct; how we make sense of and navigate existence. And while many qualities of human nature endure through time, our constructs and narrative are going to be aggressively, unceremoniously challenged.
Saipien Advisor Network

“Amelia”, our in house GPT agent on the convergence of technologies, social norms, and macro factors.