Our Inaugural 2009 Single-Family Office Study chronicles the serious challenges facing family offices from collapsing investment markets, the dispersion of wealth across newer generations and demands for increased services by family members. The 34-page report raises key questions regarding sustainability, while addressing a number of issues, and touching upon the range of alternatives available to family offices. MFO firms, single family offices, private families, media, and outside observers of the industry will get an up-to-date snapshot of current trends and new developments. Changes in investment approaches amidst the crisis in the markets, how family offices are maintaining a long-term focus during the current economic turmoil, evaluating investment vehicles and strategies, the shortage of human capital, the ramifications of family transitions are just some of the findings of this groundbreaking study. The report also includes valuable data on advisory services, strategic and management issues, staffing, investment expertise, security issues, asset ratios, and family education programs. An Executive Summary of the study is available for viewing/download.

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The Family Wealth Alliance wishes to thank our Premier Partner firms, DWS Investments Deutsche Bank Group, HUB International Personal Insurance, Fireman’s Fund Insurance Company, State Street, and State Street Global Advisors (SPDR). The Alliance also thanks our Sponsoring Partner MFO Firms, Aspiriant, GenSpring Family Offices, Pitcairn and Vogel Consulting for their sponsorship of our Inaugural 2009 SFO Study. Without their unique insights and support, this groundbreaking research would not be possible. Their tangible leadership of the family wealth community is greatly appreciated.

We invite you to download White Papers of our Premier Partner firms: HUB International Personal Insurance, State Street Wealth Manager Services, and State Street Global Advisors (SPDR).

We invite members of the media to download a copy of our Press Release