Conducted yearly since 2004, The Alliance’s MFO Study is the only research study of its kind. Each year the number of listed firms have increased, reflecting the remarkable growth and dynamism of the multifamily office industry.

A comprehensive, four-color printed report on our current year’s Multifamily Office Study, edited and written by Robert W. Casey, Senior Managing Director of Research of The Alliance, is available for online purchase. Reports of previous years’ MFO Studies are also available for online purchase individually or in packages (SEE BELOW) The 2007 Multifamily Office Study provides participant firms, private families, media, and outside observers of the industry with an up-to-date snapshot of current trends and new developments. It covers important issues such as pricing, client acquisition, service offerings, compensation and profitability, and mergers and acquisitions.

Past reports have included:

An Executive Summary of the current year’s
    MFO Study
At-a-Glance Summary Data on MFO Firms
Asset and Client Summary Data
Information on Relationship Leaders
Employee-Related Data
Information on Firms’ Origin and Evolution
Firms’ Regulatory Structure
Growth Rates
Extensive, Detailed Data on Revenue
Staffing Information
Investment Vehicles
Service Menus by Category
Mergers and Acquisitions
Listed Firms by Location, Assets Under
    Advisement, Average Size of Multi-
    Generational relationships
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