Peltz International’s Evolution of the Family Office Survey provides a snapshot look at family offices’ views on how they are evolving. The conclusions provide insights into family office views on expected changes going forward, asset allocation as well as thoughts on co-investing, investing globally, conflicts of interest as well as transitioning to the next generation.
Table of Contents
Profile of the Family Office Respondents
Succession Planning and Millennial Impact
Appendix: Historical Comparison: 2019 v 2018 v 2016