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MFOThe theme of our 2010 Multifamily Office Study (our 7th annual) is Back on the Path. MFOs are looking at steady growth with assets under advisement rebounding and more business opportunities opening up as private families seek new solutions to their wealth management needs. AUM at participating MFO firms grew by 8.2 percent to a total of 357.3 b at yearend 2009, with an average client relation ship size of $49.6m. Mean asset size was $4.97b, the median, $999.2m. The 2009 growth rate also masks significant differences in growth rates between small and large MFOs. Findings show that MFOs expect accelerated growth in the coming years. Valuable information on succession planning, mergers and acquisitions, challenges and expectations, business development, asset, client and employee-related data, what clients are asking for and the competitive landscape are all included in our 42 page report of the Study's findings.

Download Executive Summary

 
2010 (7th Annual) Multifamily 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, OppenheimerFunds, Pershing Advisor Solutions, State Street Wealth Manager Services, State Street Global Advisors (SPDR), and World Gold Council for their sponsorship of our 7th Annual MFO Study

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

We invite you to learn more about these firms.

OUR PREMIER PARTNER FIRMS
ACE HUB
OPP PAS
SSWM SSGA
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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