The North America Family Office Report 2023

The North America Family Office Report 2023

As part of  The Global Family Office Report: Regional Series, this document is a constituent of a trilogy 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. 

The report’s insights cover a broad range of topics including family office investment performance, operational costs, technology, risk, governance, and succession planning. The collective wealth of participating families is US $189 billion and family offices control, on average, US $0.9 billion of assets under management. The total net wealth of all participants to the global series is estimated at US $442 billion  

This research has been widely covered by the world's top media outlets including  Bloomberg,  The Economist,  The Financial Times,  Reuters, and  Forbes. 

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