The U.S. Trust / Campden Wealth North American Family Office Study 2013 provides insights into many of the most pressing issues faced by family offices.
It details how events of the past few years have affected the decisions that ultra-affluent families make regarding their family offices, the services offered and future development plans.
The report also examines how the presence of a family business might influence the working of a family office and how the focus of the newest wealth titans can differ from those of earlier generations.
The research includes a mix of in-depth interviews and surveys.
Campden Research reports are available on a complimentary basis to all qualifying family principals, family office executives, private investors and IPI members who complete a request form.
Campden Research reports are available for purchase to all other individuals.
To obtain your copy of this report, click here. Please note that in most cases we only provide complimentary copies of the current year's reports (in hard copy format).
David Bain is editorial director of Campden Wealth. He joined Campden in July 2010 from Dow Jones, where he worked on Wealth-Bulletin and Financial News, as well as contributing to the Wall Street Journal. He has had 20 years' experience as a journalist and economist working at various organisations, including Schroders and the Economist Intelligence Unit, part of the Economist. He holds an economics degree from London School of Economics.
Mindy F. Rosenthal
Mindy F. Rosenthal is the President of the Institute for Private Investors and Managing Director, North America, for Campden Wealth. Ms. Rosenthal specializes in the governance and 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.
Judith Schoolman is an Adjunct Professor of Journalism at New York University and Adjunct Professor of English at Medgar Evers College, part of the City University of New York. Ms. Schoolman was a business news correspondent at Reuters for 15 years, followed by nearly five years as a Business Editor and Reporter at the New York Daily News.
U.S. Trust Family Office
The U.S. Trust Family Office marshals the expertise of a broad range of financial, legal and managerial professionals on behalf of families with great wealth. Its people have the knowledge and the resources to manage diverse, complex assets in intricate ownership structures and often across time zones.
As one of the country’s most established and innovative family wealth advisory groups, the U.S. Trust Family Office draws on a powerful array of strengths and global resources to help meet the personal and complex financial needs of individuals and multigenerational families with substantial wealth.
It specializes in serving families with a net worth of $100 million or more. Currently, families in all parts of the country turn to U.S. Trust for a variety of financial services unique to their situations As one of the country’s most established and innovative family wealth advisory groups, the U.S. Trust Family Office draws on a powerful array of strengths and global resources to help meet the personal and complex financial needs of individuals and multigenerational families with substantial wealth.
It specializes in serving families with a net worth of $100 million or more. Currently, families in all parts of the country turn to U.S. Trust for a variety of financial services unique to their situations.
Follow the link below 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.
Related magazine articles
Follow the links below for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.
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This report is now available to purchase.