Family offices are increasingly operating with the scale, sophistication and infrastructure traditionally associated with institutional investors. At the same time, many offices retain unique characteristics shaped by generational priorities and long-term capital stewardship.
This survey, developed jointly by Marex and AIMA, aims to examine how family offices are institutionalising their investment processes, governance frameworks, operational models, and talent strategies. By capturing perspectives across both single- and multi-family offices, the research will offer insight into how the modern family office is evolving within global capital markets.
All responses will be treated confidentially and presented in aggregated form only.