Research

Investment-focused single family offices are more likely than family offices overall to have family members in executive roles, according to Compensation Practices of Investment-Focused Family Offices, from Morgan Stanley Private Wealth Management and Botoff Consulting.

What complications can arise when the family office is serving family members in more than one country? According to a new report, a majority of family offices have at least one family member who lives outside the primary jurisdiction of the office. This setup can have complex tax, estate planning and investment implications, as well as posing other challenges.

Technology and talent are top concerns for family office leaders, according to a new survey. But many family offices are spending significantly more on their C-suite salaries than they are on their tech stacks. That poses a problem for succession planning because tech will be key to attracting top talent going forward.

Is it important for families to articulate a purpose for their wealth beyond simply preserving and growing it? Many wealthy families think so, according to the 2025 Family Office Operational Excellence Report by AlTi Tiedemann Global and Campden Wealth.

Global wealth rose in 2024, according to the UBS “Global Wealth Report 2025” — but with significant regional variations. The report offers a detailed look at the generational distribution of wealth in the U.S., as well as a look at the transfer of wealth that is expected to take place in different global markets over the next 20 to 25 years.