This 2010 U.S. report provides a unique insight into how the wealthiest individuals and families have responded to the financial crisis – how much they know about their wealth plans post-recession and how they have evolved, including their trusts and estate, business succession and investment strategies.  It looks at advisor relationships and governance practices and reveals the deepest concerns that affluent families have for the future.

The research is based on surveys and interviews with family members representing a range of positions in the family from wealth creators to single family office heads to next-generation members.

Campden Research reports are available on a complimentary basis to all qualifying family principals and family office executives who complete a request form.  Campden Research reports are available for purchase to all other individuals.

Request and purchase your copy of the North America Family Wealth Planning Study 2010 at the bottom of this page.

Writers

Mindy F. Rosenthal

Mindy F. Rosenthal is the managing director, North America, for Campden Media.  Ms. Rosenthal specializes in the governance and wealth management needs of ultra-high-net-worth individuals and families with a focus on alternative investments and holistic family office services. She was previously the conference editorial director at MARHedge and an executive editor at Institutional Investor. Ms. Rosenthal has created and run numerous conferences and newsletters, including those covering the family business, private wealth and hedge fund markets.  She is the author of several Campden Research reports in North America.  Ms. Rosenthal has written numerous white papers and articles covering wealth management issues of the affluent and has spoken and presented research at a number of events, most recently the Rollins College MBA Center for Advanced Entrepreneurship’s Next Generation Family Enterprise Leadership Forum and the American Bankers’ Association Wealth Management and Trust Conference 2010.

Partner

U.S. Trust Family Office (Bank of America, N.A.)

As one of the country’s most established and innovative family wealth advisory groups, the U.S. Trust Family Office draws on a powerful array of strengths and global resources to help meet the personal and complex financial needs of individuals and multigenerational families with substantial wealth.  It specializes in serving families with a net worth of $100 million or more.

Related conferences

Follow the links below for Campden Conferences, independently facilitated peer-to-peer exchanges for the global community of families and family offices, fostering in-depth learning and collaboration around the challenges of wealth management.

The North American Family Office Conference, 15 Nov - 16 Nov 2011, Taj Boston, Boston, MA

The Americas Families in Business Conference, 24 Apr - 25 Apr 2012, Hallandale, Florida, USA

Related magazine articles

Click here for Campden FB and Campden FO magazines’ exclusive commentary, covering issues of strategic importance in private wealth management.

Campden FB

Campden FO

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Call +44 (0)20 7214 0509 or email research@campdenwealth.com

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