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Research Reports:
family office

Current Research Reports

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

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. 

Archive Research Reports

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.

This report examines the attitudes of UHNW millennials towards their investments and advisors. It provides unique analysis on these individuals who are set to play an ever-increasing role in how their family wealth is managed. 

The report provides insight into the challenges Asian family business leaders face when Doing Good in their communities. Both in giving through philanthropy and engaging in impact investing, the report looks at these UHNW purpose, strategy and future of Doing Good.

This report provides an analysis and evaluation of the current and prospective outlook of family offices around the world, conducting a comprehensive analysis of the current, global family office environment.

The report provides insight into the challenges Asian family business leaders face in charting their business and family legacies, while navigating the difficult terrain of wealth planning and succession by the next generation.