National Family Office Forum survey results
Insights from executives
In conjunction with the Deloitte National Family Office Forum held at Deloitte University in February 2018, Deloitte embarked upon a survey to investigate key challenges and themes important to single family offices.
2018 Survey report
February 2018 marked the second National Family Office Forum at Deloitte University, following up the inaugural event from two years earlier. These forums are a place where single family office executives can share leading practices, build new relationships with peers in the industry, and discover what others in their field are doing to meet the family’s needs.
Although no two family offices are alike, many single family offices (SFOs) do have a great deal in common. They offer many of the same services as elite private banks and investment firms. They reflect the attributes of the family they serve. And they share an ambition to administer the family’s affairs via the most modern and effective means possible.
To help with those objectives, we accompany each forum with a survey about the issues that are currently important to SFOs. The 2016 edition had 86 participants and covered a wide range of topics. This year, we updated the survey to reflect what we’re seeing in the marketplace today. A total of 108 executives with significant SFO tenure told us about the key challenges they face in their efforts to adapt, innovate, and transform the offices they serve. Across the responses, an overarching theme of resiliency shines through.
2016 Survey report
In conjunction with the inaugural Deloitte National Family Office Forum held at Deloitte University in February 2016, Deloitte embarked upon a survey to investigate key challenges and themes important to single family offices (SFO). 86 executives leading a single family office based in the United States responded to the survey.
Regardless of office tenure,
Not surprisingly, technology is the most frequently cited unmet service gap in the industry regardless of office size. However, responses indicate that the focus changes with the size of
The expectations of value