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North American Family Office Study
Campden Publishing, Feb 2010, Pages: 72
U.S. Trust and Campden Research are proud to present the North American Family Office Survey 2009, a comprehensive analysis of the most pressing issues faced by family offices and how events of the last year are impacting the decisions ultra-affluent families make regarding family office set-up, services offered and future development.
Summary
This ground-breaking research provides an in-depth look at how family offices are evolving to meet present-day challenges. It is the first to delve into the differences in approach between families that have operating companies and those that do not. Additionally, it captures the complete spectrum of family office models, as family offices transition from closed operations serving only the founding family, to opening specific investment or advisory services to non-family clients, to consolidating into private multi-family offices, to becoming full-fledged commercial operations.
The research provides invaluable insights into how family offices are focusing their resources to concentrate on core mandates and how the offices are evolving.
Findings cover the following:
- Addressing risk: the increased emphasis on transparency, operational and personal due diligence
- Moving back to basics: how family offices are focusing resources on the core mandate of control and consolidated wealth management
- Opening the office: a look at the motivations and challenges of bringing on non-family clients and the different models for doing so
- The operating company impact: how owning a business affects the running of the family office
- Investing for the future
- Rebuilding trust with financial services providers
- Outlook
The Great Recession, credit crisis and market scandals have made clear the strengths and weaknesses of family offices—placing them on the evolutionary fast track. The offices are exploring consolidating with other offices, opening services to non-family clients and possible closure. They are doing this while moving back to basics and focusing on core mandates. The U.S. Trust/Campden Research North American Family Office Survey 2009 provides a comprehensive look at the future of family offices at this critical juncture in time.
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