Our 38-paged 2nd Annual Single-Family Office Study Report is the most comprehensive and detailed look at the single-family office community available. A total of 35 firms participated, with average assets under supervision of $605 million and aggregate client rosters that include more than 1,000 family members. They range in assets from $51 million to $2.1 billion and include several of the largest and most sophisticated single-family offices in the United States. The report includes valuable data on strategic and management issues, impact of markets on investment practices, expectations about the future, staffing, investment expertise, security issues, asset ratios, and family education programs.

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The Family Wealth Alliance wishes to thank our PREMIER PARTNER firms, ACE Private Risk Services, DWS Investments, HUB International Personal Insurance, Invesco PowerShares/Invesco Aim, State Street Wealth Manager Services, and State Street Global Advisors (SPDR) as well as our SPONSORING PARTNER Firms, GenSpring Family Offices and Rockefeller Financial for their sponsorship of our 2nd Annual SFO Study

We invite you to learn more about these firms.

To view/download our PREMIER PARTNERS' White Papers, please click the firm's name: ACE Private Risk Services, HUB International Personal Insurance, Invesco PowerShares/Invesco Aim, State Street Wealth Manager Services, and State Street Global Advisors (SPDR).