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Research Reports:
family office

Current Research Reports

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.  

Investing for Global Impact: A Power for Good 2020

Campden Wealth and its partners GIST Initiatives and Barclays Private Bank present this study on impact investing and provide valuable insights on opportunities and challenges in this dynamic investment space.  

Banking, Entrepreneurialism, and the Next Generation of Wealth Holders 2020

Campden Wealth and BNP Paribas Wealth Management present an extensive study on Next Generation Wealth Holders in Asia-Pacific – their education, experience, engagement with and intentions for family businesses and investments, and expectations of banks – as Next Gens are taking the reins and shaping developments in the financial ecosystem. 

The Next Generation of Global Enterprising Families - Shaping Tomorrow, Today 20

Campden Wealth and Royal Bank of Canada jointly publish research on the values, priorities, and practices of the next generation (Next Gen) of ultra-high net worth (UHNW) families.

Family Offices Investing in Venture Capital - Global Trends & Insights Report, 2

In partnership with Campden Wealth, SVB Financial Group presents a detailed study on family offices’ investment levels, performance, expectations, barriers toward venture investments, and their expectations for how the market will evolve amid COVID-19.

Chinese Family Office and Wealth Management Report, 2020

Campden Wealth and FOTT, along with their partners UBS and AVIC Trust have released a unique and in-depth study on private wealth management and the family office space in China.

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.