Survey: Evolution of the Family Office


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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

Major Findings

Profile of the Family Office Respondents


Asset Allocation

Expected Changes

Succession Planning and Millennial Impact

Appendix: Historical Comparison: 2019 v 2018 v 2016


29 pages