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Surveys and Articles

Updated: Aug 17, 2021

Family Office Surveys and Studies

(as of August 5, 2021)

One of the reasons behind publishing this book is that data on family offices, while increasingly available, is dispersed across multiple providers through episodic surveys, reports, and white papers. (The same can be said of technical reference materials across the multitude of service and advisory areas.) There is no single repository for this data when it comes out from the various wealth management and professional services firms, consultants and advisers, service providers, trade organizations, academic institutions, and networks and clubs.

Following is a summary of some of the more recent, or unique, surveys and studies.

Family Office Research Review

Kenyon_Family Office Research Review_2019
Download PDF • 757KB

21st Century Family Office Structures

Handler_21st Century Family Office Structures_2017
Download PDF • 911KB

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