2018 Family Office Benchmarking Report: Balancing Family and Financials

Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled professionals to address changing tax policies, longer lifespans, and increasingly complex ownership structures and financial instruments. In partnership with the Wharton Global Family Alliance, this report—a study of key performance drivers in family offices—highlights the latest knowledge and best practices that will foster the longevity, harmony, and prosperity of substantial global families and their businesses.