Family Office News

Trust – Estate, Succession and Financial Planning Uses

Mon 9 June 2019 –  KENDRIS have written an article on the use of Trusts, including what a trust is, the main characteristics in a trust setup, and its use in estate planning and family business succession.

Financial Planning Uses

Adobe Acrobat document [96.4 KB]

Agreus Group: 2021 USA Report

Mon 1 Feb 2021 – Agreus explore the early and projected impact that the Biden Administration and the Coronavirus pandemic is set to have on Family Offices in 2021 and explain why they think it will be the year of social mobility and outside expertise.

2021 US Report

Adobe Acrobat document [3.0 MB]

Private Salary Review

Mon 24 May 2021 – Tiger Recruitment have published their annual Private Salary Review. Tiger Private matches exceptional private support staff to domestic households and family offices around the world, and their report includes salary expectations for 2021.

Private Salary Review

Adobe Acrobat document [15.7 MB]

2021 USA SFO Compensation Report Released

Wed 24 Nov 2021 – Botoff Consulting have released their 2021 USA Single Family Office Compensation Survey Results.
Key findings include: Executive salary increases outpaced the broader U.S. market in 43% of family offices, and in 58% of firms with $1 billion or more in assets under management; Use of incentive compensation remained strong, even during the pandemic, with 87% of participants reporting bonuses comparable to or higher than prior-year bonuses; when it comes to gender diversity, family offices outpace the general market, with more women in CEO and leadership roles.

2021 SFO Compensation Report

Adobe Acrobat document [2.3 MB]

Family Office Hybrid Working

Mon 18 July 2022 – Tiger Private has published a best practice guide for family office hybrid working. The guide considers how family offices can transition and ensure it is a success.

Family Office Hybrid Working

Family Office Hybrid Working