Coming Soon

Single Family Office Study (Fall Release)- a 28-32 page, four-color printed report edited and written by Robert W. Casey, Senior Managing Director of Research of The Family Wealth Alliance. The inaugural 2008 SFO Study Report will include aggregate data on participating SFO organizations. No names of SFO firms are listed. The goal of the study is to glean information on critical issues, trends, and developments in the SFO space.

The 2008 SFO Study Report will include:
	An Executive Summary of the current year’s MFO Study At-a-Glance Summary Data on SFO Firms Asset and Client Summary Data Employee-Related Data Information on Firms’ Origin and Evolution Firms’ Regulatory Structure Staffing Information Investment Vehicles Service Menus by Category White Papers from our Partner Firms