Single Family Office Studies

Executive Summary for the “Wharton Global Family Alliance 2018 Family Office Benchmarking Report”

Raphael Amit
February 2018

The 2018 Family Office Benchmarking Report is the fourth detailed benchmarking survey undertaken by the Wharton Global Family Alliance in order to develop a better understanding of the performance drivers of Family Offices, and to share that emerging knowledge with participating families in a manner that preserves anonymity and confidentiality. The detailed 2018 report regarding the findings of the 2017 survey is distributed exclusively to Family Offices that completed the survey. This summary of the 2018 Benchmarking Report is presented to share more widely some of the insights gained on current practices of Family Offices around the world.

Report Highlights for “Benchmarking the Single Family Office: Identifying the Performance Drivers, 2012”

Raphael Amit, Heinrich Liechtenstein
September 2012

Benchmarking the Single Family Office: Identifying the Performance Drivers, 2012 is one in a series of reports from the Wharton Global Family Alliance. The detailed report of the 2011 survey, conducted in partnership with the Family Business Chair at IESE, is distributed exclusively to family offices that have completed the survey. This 2012 summary of Report Highlights is presented to share more widely some of the insights gained on current practices and performance drivers for SFOs around the world.

Report Highlights for “Benchmarking the Single Family Office: Identifying the Performance Drivers”

Raphael Amit, Heinrich Liechtenstein
November 2009

Benchmarking the Single Family Office: Identifying the Performance Drivers is one in a series of reports from the Wharton Global Family Alliance. The detailed report of the 2009 survey, conducted in partnership with the Family Business Chair at IESE, is distributed exclusively to family offices that completed the survey. This summary of Report Highlights is presented to share more widely some of the insights gained on current practices and performance drivers for SFOs around the world.

Single Family Offices: Private Wealth Management in the Family Context

Raphael Amit, Heinrich Liechtenstein, M. Julia Prats, Todd Millay & Laird P. Pendleton
May 2008

ABSTRACT
Single family offices (SFO) are professional organizations dedicated to managing the personal fortunes and lives of very wealthy families. Since the beginning, affluent families have been attracted to SFOs because of their promise of exclusivity, privacy and customization. These characteristics may make SFOs increasingly attractive to the super rich, but they also make it particularly difficult for researchers to understand their operations, their abilities, and their achievements. The very confidentiality they afford impedes assessment of their competence, and there is little comparative information available on the range and key differentiators among SFOs operating today.

This report begins to fill this knowledge gap by presenting the results of an international pilot study of SFOs responsible for managing at least US$100 million in investable assets in the Americas, Europe, and Rest of the World (RoW). The research has been conducted during 2006–2007 and is intended to survey the landscape of single family offices.