Wharton GFA’s research projects have been centered on family business ownership, governance and management issues, and on family wealth management issues, including substantial work focused on Family Offices. The current practitioner oriented project is the fourth Family Office benchmarking survey which focuses on measures of financial performance, governance practices, management processes, communication practices, human resources practices, family education practices, technology issues, and more. The rigorous research agenda has been integrated into Wharton’s degree programs, including the family business course at the Ph.D. level.

This is the first global family program of its kind, with focused efforts on research and sharing of best practices with regard to the social impact that global families have worldwide.