The family office landscape continues to evolve at an ever-accelerating pace. While investment oversight is the foundation, family offices today are expected to do much more, addressing important family needs such as estate planning, governance, and next-gen education. To achieve these multiple tasks, choices have to be made; for example around in-house or outsourced provision and the implementation of technology solutions.
Partnered by AlTi Tiedemann Global, this year’s report builds on the foundations laid in 2024, in setting out best practice that will help lead towards operational excellence. We surveyed 146 family offices – 82 respondents from North America, 42 in Europe, and 22 in Asia. We provide data analysis by family office size – small (AUM < US $250M), midsize (US $250M–US $1B), and large (AUM > US $1B) – as well as by vintage (pre-2000, 2000-09, 2010-19, 2020-24) to provide more tailored and meaningful benchmark data. The survey was conducted between November 2024 and March 2025.
