2022 Family Office Survey Report

The challenges and opportunities faced by family offices today

This year’s family office survey has been a deep source of knowledge, especially as we nearly doubled the number of questions to take a more holistic view of family office issues and introduced a benchmarking component.

Survey highlights

Over 125 family offices completed the survey this year, even though the survey size increased nearly twofold. The respondents were nearly equally divided between those with greater than $500MM in assets under management (AUM), versus those below that threshold. 26% of respondents have greater than $1BN in AUM.

60% of the respondents took the opportunity to self-identify, and as a result will receive a customized benchmarking report. We plan to continue this newly introduced feature to help make the report findings more insightful and actionable for our clients.

Access the 2022 Family Office Survey Report here
Survey highlights

Over 125 family offices completed the survey this year, even though the survey size increased nearly twofold. The respondents were nearly equally divided between those with greater than $500MM in assets under management (AUM), versus those below that threshold. 26% of respondents have greater than $1BN in AUM.

60% of the respondents took the opportunity to self-identify, and as a result will receive a customized benchmarking report. We plan to continue this newly introduced feature to help make the report findings more insightful and actionable for our clients.

Access the 2022 Family Office Survey Report here
Hear from our Global Head

It gives me enormous pleasure to share the results of our 2022 Family Office Survey.

Ida Liu
Global Head of Citi Private Bank

Key takeaways

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See our family office insights and the issues that matter for your wealth.

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Insights

See our family office insights and the issues that matter for your wealth.

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