PARTICIPATION CRITERIA

This is a study on the operational economics of family wealth firms in North America. If your firm advises UHNW clients on integrated wealth strategy and you're interested in benchmarking related to how peer firms make money, spend money, and set strategic priorities, you should participate.

All eligible participants who complete this survey will receive a copy of The Family Wealth Alliance's final report, estimated Q4 2025. Eligible participants would likely be one of the following:
  • Multifamily office/MFO
  • Wealth management firm/RIA ($1B+ AUM, at least some clients with $30 M+ net worth)
  • Trust company
  • Family office practice within a bank, accounting firm, or other institution
  • Single family office/SFO (if professionally run, 25+ households, multigenerational)
If your firm does not provide integrated wealth strategy to UHNW clients, you would not be a candidate for this study.
 
 5% of survey complete.
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