2018 Family Office Benchmarking Study

Overview

Today’s risk environment is more complex than ever before, and successful individuals, families, and family enterprises are facing a convergence of personal, commercial, strategic, and financial risks. This latest Family Office Benchmarking Study provides a deep examination of concerns, trends, and personal insurance data and programs that are specific to the family office segment. The study also reveals a few recurring key areas of concern expressed by family offices: cyber risk, natural disaster risk, and the complexities associated with the family expansion related to wealth and the next generation aging up.

Advisor Thinking