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2022 Family Office Benchmark Report

Managing Family & Financial Complexity

Faced with vast geopolitical and economic uncertainty and complex family dynamics, family offices are returning to a focus on core principles: making sure they have the right investing and governance plans, and the best strategies, to fulfill the family’s long-term goals.

With support from Northern Trust’s Global Family and Private Investment Offices Group, the Wharton Global Family Alliance (WGFA) conducted a study which provides insight on:

  • How family offices are responding to inflation, potential recession and geopolitical risks;
  • Financial performance and key drivers of investment decisions;
  • Special considerations for direct investments;
  • Interest and action related to environmental, social and governance (ESG) investing; and
  • How families are most effectively making decisions and preparing the next generation to manage the wealth.

Download the executive summary for an inside look at the strategies and thinking of some of the top family offices in the world.

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