1.

Thank you for participating in Peltz International's Family Office Survey. In this survey, we are seeking  to determine family office views on asset allocation, investment preferences,  co-investing, use of alternative investments, early-stage investing, challenges and outlook.

Please take five minutes to complete the survey. All individual responses are confidential. In appreciation for your participation, we will send you the aggregated results. 

If you have any questions, please call us at 212 689 0180.

Sincerely,
Lois Peltz

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* 1. FAMILY OFFICE PROFILE

What terms best describe your organization?

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* 2. How long has the family office been in existence?

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* 3. Please indicate the range of assets managed by your family office.

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* 4. How many generations are supported in your family office?

0 5 10
i We adjusted the number you entered based on the slider’s scale.

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* 5. How many family members are supported by the family office?

0 50 100
i We adjusted the number you entered based on the slider’s scale.

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* 6. What is the source of family wealth?

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* 7. Is the original business that generated the family wealth still retained by family members?

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* 8. CURRENT SITUATION AND ASSET ALLOCATION

What rate of return was generated for the portfolio in 2018?

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* 9. What is your current asset allocation? (Percentage need to equal 100%)

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* 10. What are the allocations for each alternative investments? (Percentage needs to equal 100%)

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* 11. What changes do you expect to make to your asset allocation in 2019?

  Increase Decrease No change
Equities - Developed countries
Equities - Developing countries
Fixed income - Developed countries
Fixed income - Developing countries
Alternatives
Cash and cash equivalents

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* 12. What changes do you expect to make to your alternative investment asset allocation in 2019?

  Increase Decrease No change
Real Estate - Direct Investment
REITs
Private Equity - Direct
Private Equity - Fund
Hedge fund
Commodities
Cryptocurrencies
Cannabis

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* 13. What was the performance return in 2018 for each asset class?

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* 14. What was the performance return in 2018 for these alternative investments?

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* 15. What geographic areas are of the most interest?

  Most interest Somewhat interest Neutral Minimal interest No interest
US and Canada
Latin/South America
Europe
Middle East
Asia and Japan
Australia
Africa

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* 16. Indicate by percentage, how often  you utilize the following approaches in managing your overall portfolio:

  10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Outside investment managers
Direct investing
Co-investing
Impact Investing

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* 17. How do you source your investment ideas?

  All the time Often Half the time Minimally Never
Banks
Brokerage firms
Other families
Other managers
Platforms
Consultant/wealth manager
Seminars, conferences
CO-INVESTING

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* 18. How many co-investment deals are you currently involved with?

0 50 100
i We adjusted the number you entered based on the slider’s scale.

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* 19. What type of products present the most interesting co-investment opportunities?

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* 20. How do you find other families to co-invest with?

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* 21. Do you offer any products/services to other families? If so, what type of products?

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* 22. SELECTION CRITERIA

Rank your reasons for investing in the funds/managers that you do.

  Most important Somewhat important Neutral Minimally important Not important
Reputation/Pedigree
Length of track record
Performance
Infrastructure/team
Investment approach
Fee
Asset size
Strategy
Existing relationship
Institutional infrastructure
Level of control
Diversification provided
Liquidity
Tax reasons

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* 23. EMERGING MANAGERS

How often do you invest in early stage managers?

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* 24. How has this amount changed over the past five years?

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* 25. What has your experience been in investing in emerging managers?

Poor Fair Excellent
i We adjusted the number you entered based on the slider’s scale.

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* 26. In what asset categories have you had the best results with early-stage managers?

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* 27. If you have seeded a manager(s) in the past year, how many have you seeded?

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* 28. INFRASTRUCTURE   

How many people work at the family office?

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* 29. How many people work in the family office, by function:

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* 30. How many family members are involved in the running of the family office?

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* 31. What is the location of your headquarters?

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* 32. Besides the main office/headquarters, are there other branch locations?

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* 33. CHALLENGES

Rank the challenges facing family offices

  Most Significant Somewhat Significant Minimally Significant Not Significant
Lackluster performance from investments
Too many mediocre managers/investments
Too much focus on large managers
Fees
Undifferentiated product
Too much correlation between investments
Regulation
Fraud
Too much competition from other investors
Institutional overcrowding
Family politics
Succession planning - next generation

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* 34. OUTLOOK -  SUCCESSION PLANNING

When do you expect the next generation to take control of the family office?

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* 35. What preparations are being made to groom the next generation?

T