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Family success, financing and impact investing insights wanted

By James Beech

How families are powering growth and engaging their next generations to preserve their businesses are just some of the insights Campden researchers are gathering for agenda-setting reports in 2018.

The flagship Global Family Office Report leads the Campden slate of studies this year and is already highly anticipated in the family office community. The fifth annual edition will be launched at the UBS family office summit in Zurich on 27-28 September.

Researchers are interviewing family executives and collating data from completed online surveys on the issues family members tell Campden they want to know about. Those issues range across family office operations—from allocations, performance, costs and human capital to succession planning, accountability and risk management, and social and environmental impacts.

Dr Rebecca Gooch, director of Campden Research, said her team’s aim was to identify and report trends to enable family principles to benchmark their performance and prosper.

“The survey is even more sophisticated this year, it offers more granular data and splits between single family offices and multi family offices,” Gooch said.

“We’ll report more details about investment across the asset classes than before, more facts about the costs of running a family office and the finer points on philanthropy and impact investing.

“This will be by far our best Global Family Office Report—more in-depth than ever before—but to make as it as good as it can be, we need more family principles to get involved and fill in our concise and confidential survey.”

In addition to the Global Family Office Report, Campden Research will launch its Top 75 Fastest Growing Mid-Sized Family Businesses report in partnership with private equity firm KKR at the Campden Wealth Asia Pacific Family Office Conference in Hong Kong on 24-25 October.

“We want to understand what makes the fastest growing family businesses so successful,” Gooch said.

“We’ve scoured the earth to find the greatest performing family businesses. They must be at least 50% family owned, have at least one family member employed in the organisation, are in at least the second generation of ownership, and have annual revenue of between $500 million to $4 billion. We will also look at the last three years of their performance to discover the secrets of their success.”

The team is working on a follow-up to its popular Private Equity & Co-Investing Report, published in 2017 and also in partnership with KKR. Survey questions ask family respondents how their family businesses are selecting and securing finance to take their operations to the next level. The report will be launched at the Campden Wealth European Family Office Conference in London on 6-7 November.

Campden Research is preparing an exclusive study on the Indian family office space. This ground-breaking study research will launch at the Campden Wealth Indian Family Office Conference in Mumbai on 4-5 December, Gooch said.

“We want to discover what the wealth management/family office sector looks like in India to help those who are either potentially interested in opening a family office understand its uses and benefits, and to help those who have already established a family office understand how they can grow and enhance their office structures.”