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SFOOur 42-paged 3nd Annual Single-Family Office Study Report is the most comprehensive and detailed look at the single-family office community available. A total of 34 firms participated, with average assets under supervision of $516 million and aggregate client rosters that include more than 1,700 family members. They range in size from $42 million to $1.5 billion and in most cases, the respondent is the family office chief executive. The report includes valuable data on general advisory and family office services, strategic and management issues, expectations about the future and sustainability, staffing and recruitment, compensation by asset size, investment and security, impact of markets on investment practices and asset ratios.

Download Executive Summary

 
2010 (3rd Annual) Single-Family Office Study
Price: $1,175.00
 

The Family Wealth Alliance wishes to thank our PREMIER PARTNER firms, ACE Private Risk Services, HUB International Personal Insurance, Invesco/Invesco PowerShares, OppenheimerFunds, State Street Wealth Manager Services, State Street Global Advisors (SPDR), TriState Capital, and World Gold Council,as well as our SPONSORING PARTNER Firms, GenSpring Family Offices, Pitcairn and Rockefeller Financial for their sponsorship of our 3rd Annual SFO Study

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

We invite you to learn more about these firms.

OUR PREMIER PARTNER FIRMS
ACE HUB
INV OPP
SSWM SSGA
TRI WGC







 
OUR 2010 MULTIFAMILY OFFICE STUDY
OUR 2010 SINGLE-FAMILY OFFICE STUDY
OUR RESEARCH REPORTS
OUR MULTIFAMILY OFFICE STANDARDS
ALLIANCE DIRECTORY
 

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