The survey included over 20 questions aimed at gauging investment sentiment and portfolio actions of clients anonymously in the wake of macroeconomic headwinds created by the COVID-19 global pandemic and the subsequent recovery. It drew responses from nearly 200 participants. Of the stated number of respondents, around 80% were those with family offices while the remaining were ultra-high net worth individuals who do not have a family office.
Geographically speaking, of the majority of family office respondents, the survey responses from North America accounted for 42% of the total sample pool. The percentage of respondents from Europe, Middle East and Africa came in at 22% of the sample pool, followed by Latin America with 21% and Asia Pacific with 15%.