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Thank you for participating in Peltz International's Family Office Survey. Our goal is to  determine how family offices will evolve over the next few years.

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

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* 9. How many family members are involved in the running of the family office? What are their functions?

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* 10. Who is the  executive director of the family office?

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* 11. What is the location of your headquarters?

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* 12. Besides the main office/headquarters, how many other branch locations are there?

1 10 20
i We adjusted the number you entered based on the slider’s scale.

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* 13. Have you ever considered setting up internal trading teams to manage assets?

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* 14. How do you see co-investing changing over the next few years?

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* 15. How are international investments outside your country of origin handled?

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

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* 17. What changes do you expect to see in the family office space over the next few years?

  Significant Increase No Change Significant Decrease
Single family offices
Multi family offices
Use of technology to streamline the investment process
Investments in technology
Investments in start-up companies and managers
Investments in traditional investments
Investments in alternative investments
Investments  Environment, Social, Governance
Global portfolios
Time horizon for investments
Risk appetite
Direct investing
Co-investing
Investing in established managers
Investing in emerging managers
Conflicts of interest
Professional management

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* 18. Do you agree/disagree with the statement that some single family offices are evolving into hedge funds or funds of funds?

Wholeheartedly Agree No View Completely Disagree
i We adjusted the number you entered based on the slider’s scale.

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* 19. Please explain your answer  in further detail.

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* 20. How is technology impacting your family office?

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* 21. Do you see conflicts of interest in the family office community? If so, please describe.

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* 22. OUTLOOK -  SUCCESSION PLANNING

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

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

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* 24. How do you see Millennials in the family impacting the family office?

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

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

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