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January 4, 2017

Overturning the industry’s reputation for secrecy, the third Global Family Office Report provides unprecedented data on everything from sliding hedge fund allocations to cyber-attacks. Michael Finnigan introduces the pioneering piece of research

Overturning the industry’s reputation for secrecy, the third Global Family Office Report provides unprecedented data on everything from sliding hedge fund allocations to cyber-attacks. Michael Finnigan introduces the pioneering piece of research.

November 21, 2016

A first-ever study of more than 1,000 Latin American family businesses across eight countries has turned up many challenges to tackle, from succession planning to gender balance. Guillermo Salazar, founder of Exaudi Family Business Consulting, outlines its key findings

A first-ever study of more than 1,000 Latin American family businesses across eight countries has turned up many challenges to tackle, from succession planning to gender balance. Guillermo Salazar, founder of Exaudi Family Business Consulting, outlines its key findings

October 27, 2016

Almost all family businesses confess they are operating without a strategy for succession, despite knowing full well the issue of generational transition is looming, new research claims.

Almost all family businesses confess they are operating without a strategy for succession, despite knowing full well the issue of generational transition is looming, new research claims.

A remarkable 97% of family business owners surveyed complained of a lack of direction and purpose for their business and 95% admitted the challenges of achieving a work-life balance contributed to the lack of succession planning.

October 18, 2016

Campden Wealth is asking one of the most fundamental questions in the family business community as the launch pad for its latest agenda-setting study.

Campden Wealth is asking one of the most fundamental questions in the family business community as the launch pad for its latest agenda-setting study.

The organisation has teamed up with leading global investment firm Kohlberg Kravis Roberts (KKR) to ask this autumn: How do you finance your family business?

April 28, 2016

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

The new generation of ultra-high net worth family members wants to do more than just see their fortunes grow. A new study by OppenheimerFunds and Campden Research has found that these ‘Millennials’ want to make a dent in the world’s problems, but not the way their parents did it. 

April 20, 2016

Next-generation members of family businesses are increasingly recognising the importance of installing outsiders in senior roles, according to a report.

Next-generation members of family businesses are increasingly recognising the importance of installing outsiders in senior roles, according to a report.

Although nine out of ten next gens have, or expect to have, a governance role themselves in the business, many believe an external hire may be able to contribute more, according to PwC’s Great Expectations: The Next Generation of Family Business Leaders.

November 13, 2015

Costs, CEO pay, assets, performance. All these came under the spotlight in the second annual Global Family Office Report. While the inaugural report was about debunking myths from the industry, this year's edition examines what trends have emerged from that starting point. 

Increases in costs and an optimistic performance outlook for the year ahead are some of the main findings to come out of Campden Wealth’s second Global Family Office Report, produced in conjunction with UBS. This year the annual report, which sheds light on investments, costs, and services within family offices, takes an in-depth look at three asset categories: private equity; real estate; and hedge funds. This special section includes interviews with family office executives and service providers, who have helped question a few commonly-held beliefs.

August 7, 2015

Generational demographics mean the world is on the cusp of the largest wealth transfer in history. So how prepared do next-generation inheritors feel for this event?

Planning for a smooth succession to the next generation is one of the biggest challenges facing any family of substantial wealth.

There are a host of issues at play, such as how to discuss family wealth with next gens, what education they need to allow them to manage their inheritance, and the relationships between family advisers.

July 28, 2015

The wealth management sector is facing increasing competition from technology firms, so what qualities are keeping the leading firms afloat? 

At a time when the world is gearing up for the largest wealth transfer in history and entrepreneurial teenagers are making millions from their basements, wealth managers and family offices are seeking ways to serve an increasingly youthful client base.

The dynamic change has brought with it a greater focus on technology. A tech-savvy generation are open to wealth management services that don’t require face-to-face interaction and prefer to manage their investments through user-friendly financial software.

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