Research

Study: US Family Offices Favoring Larger Deals and Club Deals

U.S. family offices were opting for larger deals in 2024, and they favor club deals over investing alone. These are some key takeaways from the recently released U.S. version of PwC’s 2024 Global Family Office Deals Study.

Teaching the Family Office Landscape

Family offices are becoming a focus of academic study. John C. Heaton, Joseph L. Gidwitz Professor of Finance at the University of Chicago Booth School of Business, recently taught the school’s first course on family offices. He discusses what students — and researchers — want to learn about family offices.

Middle East Family Offices are Increasingly Professionalizing

A new survey by Ocorian, a global provider of services to family offices, shows family offices in the Middle East are becoming increasingly professionalized, with strong succession plans and increased involvement from the next generation.

Family Office Resources on Substack

Looking for more information on family offices? A number of experts and organizations produce newsletters on Substack, covering family office industry news, investment strategies and wealth management tips.

Family Office Study Finds Generational Differences in Priorities

Do family office founders and NextGen family members want the same thing from their family offices? A recent study of North American family offices by Ocorian, a service provider to family offices, suggests that there may be some areas of disconnect.