Family Offices Industry Trends

2017 Global Family Office Report Slated for September Release

By Kathleen Leahy

2017 Global Family Office Report Slated for September ReleaseThis month Campden Wealth, in partnership with UBS, will launch the Global Family Office Report 2017 (GFO) - a study of 262 family offices around the globe with an average of $921M in managed assets. Campden Wealth chief executive Dominic Samuelson said he was looking forward to the launch of the fourth edition of the GFO. “As ever, the Global Family Office Report remains the only piece of research of its kind. It allows family offices to benchmark themselves against, and understand, their peers’ progress,” Samuelson noted.

Over the last four years, the GFO has focused on the investments, performance, purpose, costs and philanthropic efforts of family offices. Samuelson remarked that this year the report had gone even deeper with family office executives being asked which new areas they would like to see explored. “This has meant a new focus on the next generation’s engagement with the family office, as well as the challenges of co-investing. We have also expanded our research on the flourishing trend of impact investing,” said Samuelson.

The 2016 report showed the main concerns for family offices were growing cost consciousness and a sharp drop in returns. It also looked into cyber security and human capital for the first time.

Dr. Rebecca Gooch, director of research at Campden Wealth, said she was excited to release the 2017 analysis. On top of analysing the data from 262 surveys, her research team carried out 25 in-depth interviews with family office principals, executives, and advisors. “The GFO is the culmination of 12 months of work, engaging hundreds of family offices around the world, gathering and analyzing data and putting together the… document. All to gain insight into one of the most discreet [,fastest-growing] wealth sectors,” remarked Gooch.

A family office is, in its simplest form, the private office for a family of significant wealth. The number of staff working in the office can vary from one or two employees, to 100 or more staff, depending on the type and number of services it provides.

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by Kathleen Leahy

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