THOUGHT LEADERSHIP

Family Office Benchmarking Study

In today’s complex risk environment, successful individuals, families, and family enterprises — including first-generation wealth makers and large, multi-generational family offices — face a convergence of personal, commercial, strategic, and financial risks.

Through the extensive analysis of family office client insurance programs as well as client surveys, Marsh Private Client Services (PCS), has created a study that identifies trends and benchmarking data among this unique client segment.