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.
This series serves as the world’s leading and most comprehensive study on family offices, with 385 family offices globally (179 being from North America) participating in the research.
The first edition of The Global Family Office Report came out in 2014 as a single report. To offer family offices’ more robust and granular analysis, this is the first year three regional reports (along with global data analysis) have been produced.
The reports’ insights cover a broad range of topics including family office investments, performance, operational costs, technology use and investment, risk, governance, cyber security and succession planning. The average family wealth (per respondent) across the global series stands at USD $1.7 billion, while the average family office AUM is USD $1.1 billion. In North America, the average family wealth is USD $1.5 billion and AUM USD $1.0 billion. The total net wealth estimated across the global series stands at USD $655 billion and AUM USD $424 billion.
This research has been widely covered by the world's top media outlets including Bloomberg, The Economist, The Financial Times, Reuters, and Forbes.
(This report is available with a 50% discount to wealth-holding families, family offices and family foundations. Conditions apply. To check if you qualify, please email us at firstname.lastname@example.org)