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. Research is both quantitative and qualitative with the intention of enabling family offices to compare themselves with their peers. The report’s insights cover a broad range of topics including family office investment strategy, operational costs, technology, risk, governance, and succession planning.
141 North American single and private multi-family offices participated. Their collective wealth is US $285 billion and, on average, they have assets under management US $1.5 billion. The total net wealth of all participants to the global series is estimated at US $554 billion
This research has been widely covered by the world's top media outlets including Bloomberg, The Economist, The Financial Times, Reuters, and Forbes.
