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Family Office Benchmarking Study 2021

2020 was a year of diverse risks for family offices and families. The year was marked by a global pandemic, a record number of named storms, catastrophic wildfires, and ongoing threats to people and property from other perils, including cyber risks. When “unprecedented” is the new norm, a key takeaway is  a heightened need for thoughtful risk management as families continually adjust their way of life.

Through extensive analysis of both family office client program data and first-person client perspective, we are pleased to share the Family Office Benchmarking Study 2021 to provide insight on trends, benchmarking data, and education that can help family offices and wealthy families mitigate risk and achieve their goals.