This U.S. report provides a comprehensive look at the future of family offices in the context of the global recession.  It was created in 2009 when the credit crisis and market scandals had made clear the strengths and weaknesses of family offices, when they were moving back to basics and focusing on core mandates while exploring consolidating with other offices, opening services to non-family clients and facing possible closure.  The report captured the complete spectrum of family office models in existence and was the first to delve into crucial differences in approach between them.  It provides invaluable insights into how family offices were focusing their resources and evolving in 2009 as well as analysis of how they might rebuild trust with financial services providers.

Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form.  Campden Research reports are available for purchase to all other individuals.

Request and purchase your copy of the North American Family Office Survey 2009 at the bottom of this page.

Writers

Mindy F. Rosenthal

Mindy F. Rosenthal is the managing director, North America, for Campden Conferences. She specializes in the wealth management needs of ultra-high net-worth individuals and families, with a focus on alternative investments and holistic family office services.  She was previously the conference editorial director at MARHedge and an executive editor at Institutional Investor. Ms. Rosenthal has created and run numerous newsletters, including those covering the private wealth and hedge fund markets, and has written books, including co-authoring Fortune’s Fortress, white papers and articles covering high-net-worth issues and alternative investments.

Partner

U.S. Trust, Bank of America Private Wealth Management

U.S. Trust, Bank of America Private Wealth Management, is a leading private wealth management organization in the United States.

The multi-family office at U.S. Trust provides custom services and institutional-quality capabilities to individuals and families with substantial wealth. Working with local advisors on a case-by-case basis, the multifamily office focuses on complex wealth management issues, delivering integrated administrative and fiduciary services and investment solutions to qualified clients.

Related conferences

Click here for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.

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Click here for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.

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