Research Reports:
family office
Current Research Reports
The Next Generation of Wealth Holders in the United States 2022 explores the views of 100+ next generation ultra-high-net-worth wealth holders (Next Gens), all of whom have recently or will shortly assume control of the family wealth.
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.
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 (76 from 11 countries in Asia-Pacific) participating in the research.
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.
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.
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.
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.
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.
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.
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.
Archive Research Reports
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.
This report 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.
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.
