Share |

Research Reports:
family office

Current Research Reports

The North America Family Office Report 2022

As part of The Global Family Office Report: Regional Series, this document is part of a trilogy covering North America, Europe and Asia-Pacific. In addition to rich regional analysis, each report offers an overlay of global data so that family offices can compare themselves to their peers both regionally and worldwide.

This series, which has been running since 2014, serves as the world’s leading and most comprehensive study on family offices, with 382 globally (179 from North America) participating in the research.

Family Offices Investing in Venture Capital 2022 - Venture Investing in Market V

The Family Offices Investing in Venture Capital series summarises information provided by 139 representatives of ultra-high net worth families around the world with experience in venture investing. Venture Investing in Market Volatility, part three in a four-part series, details how family offices are responding to market volatility. The report shares direct insights and tips from family offices and takes a deep dive into the expected composition of family office venture portfolios.

FOs Investing in VC 2021-2022 - Performance & Portfolio Deep Dive

The Family Offices Investing in Venture Capital series summarises information provided by 139 representatives of ultra-high net worth families around the world with experience in venture investing. Performance & Portfolio Deep Dive, part two in a four-part series, details family offices’ returns across a range of venture assets and allocations across sectors, stages, geographies, and vintage years.

Chinese Family Office and Wealth Management Report, 2021

In its second edition, the Chinese Family Office and Wealth Management Report 2021 delivers a rare glimpse into the dynamics of private wealth and family office engagement in China.

The Asia-Pacific Family Office Report 2021

As part of The Global Family Office Report: Regional Series, this report forms part of a family office regional series covering North America, Europe and Asia-Pacific. In addition to rich regional analysis, each report offers an overlay of global data so that family offices can compare themselves to their peers both regionally and worldwide.

The European Family Office Report 2021

As part of The Global Family Office Report: Regional Series, this report forms part of a family office regional series covering Europe, North America, and Asia-Pacific. In addition to rich regional analysis, each report offers an overlay of global data so that family offices can compare themselves to their peers both regionally and worldwide.

The North America Family Office Report 2021

As part of The Global Family Office Report: Regional Series, this report forms part of a family office regional series covering North America, Europe and Asia-Pacific. In addition to rich regional analysis, each report offers an overlay of global data so that family offices can compare themselves to their peers both regionally and worldwide.

Family Offices Investing in Venture Capital 2021-2022 - A Roadmap to VC Success

In the last decade, family offices have become more prominent and sophisticated venture capital investors. The Family Offices Investing in Venture Capital 2021-2022 series summarises information provided by 139 representatives of ultra-high net worth families around the world with experience in venture investing.

Investing for Global Impact: A Power for Good 2021

The 2021 edition of Investing for Global Impact: A Power for Good provides the most in-depth research on sustainable investing within the high / ultra-high net worth community and their family offices / foundations, this report provides insights, analysis, and examples of best practice. It looks at the strategies, motivations, and attitudes of different types of investors – philanthropic, impact, and traditional – and explores their views on important issues such as climate change and the effects of Covid-19 on investing.  

Archive Research Reports

The Global Family Office Report 2018

The Global Family Office Report series is now in its fifth year and provides an analysis and evaluation of the current and prospective outlook of family offices around the world. 

This research report draws from in-depth qualitative interviews with female wealth holders in Switzerland.

The Global Family Office Report 2017

This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world.

Private Equity and Co-Investing for Family Offices Report

Private equity is becoming an ever increasing aspect of the family office investment portfolio. This report provides in-depth analysis of the different approaches used by many family offices. 

Coming of Age โ€“ The Investment Behaviors of Ultra-High Net Worth Millennials

This report provides insight into the specific investment behaviors of UHNW Millennials and their views on advisors.

Campden Wealth in partnership with KKR, has examined how family businesses are sourcing the right type of finance to fund their growth. 

The Global Family Office Report series is now in its third year and provides an analysis and evaluation of the current and prospective outlook of family offices around the world. 

Campden Wealth Research and Morgan Stanley Private Wealth Management’s ‘Family Decision-Making’ study maps decision-making within UHNW families in North America. The results find a growing formalisation of decision-making and evidence of democratisation. 

The fourth in the series "A Roadmap for Generational Wealth in Asia," this is a qualitative study of Family Constitutions and discusses what lessons have been learnt so far in their implementation. 

This study, Campden Wealth’s first research project in Latin America, provides insight into family business executives’ perceptions of the main risks in the region. It examines their most important priorities, and the investment and management practices being implemented, while presenting actionable ideas for those wishing to service them.