The Landscape of Family Wealth: 2023 Survey |
Participation Criteria
Thank you for your interest in The Landscape of Family Wealth, a study conducted by The Family Wealth Alliance.
This is a study on the evolving landscape of family wealth in North America; as such, we are looking for a wide range of participants. If your firm advises UHNW clients on integrated wealth strategy and you wish to benchmark key success metrics and get an up-to-date view of the competitive landscape, you should participate. Eligible participants would likely be one of the following:
This is a study on the evolving landscape of family wealth in North America; as such, we are looking for a wide range of participants. If your firm advises UHNW clients on integrated wealth strategy and you wish to benchmark key success metrics and get an up-to-date view of the competitive landscape, you should participate. Eligible participants would likely be one of the following:
- Multifamily Office/MFO
- External CIO
- Wealth Management Firm/RIA
- Trust Company
- Private Bank
- Professionally run single family office (SFO)
- Accounting or law firm with a family office practice
If your firm does not provide integrated wealth strategy to UHNW clients, you would not be a candidate for this study.