Research

Survey Says: Family Office Boards

How common are family office boards? A new survey offers a look at which family offices are most likely to have boards, and who their members are.

Private Business Owners Survey Sheds Light on Family Offices

A recently released survey of 400 U.S. private business owners found, though, that family offices were not meeting business owners’ expectations in every area.

Where Do the Ultra Wealthy Live?

Anywhere they want to, of course. But mainly in New York, the Bay area and Los Angeles.

Survey Finds Optimism Among Family Office Respondents

Citi Private Bank’s recently released 2024 Global Family Office Survey Insights paints an optimistic picture of a number of aspects of family office investing. Almost all of the survey respondents said they expect positive portfolio returns in the next 12 months and a majority feel they’re doing a decent job managing risks in a variety of areas, including investment, liquidity, reputation, legal and operational risks.

Where Does Family Office Wealth Come From?

How many family office principals are entirely self-made? Deloitte Private’s Family Office Insights Series - Global Edition: Defining the Family Office Landscape, 2024, answers this question and others, providing a snapshot of how wealthy people who have family offices differ from those who do not.