Single-Family Offices:

The Single-Family Offices Market

Recently Released!!!
Date Published: August 23, 2023
Summary PowerPoint Deck: 72 Slides
Reference PowerPoint Deck: 323 Slides

This research addresses the historical phases of single-family offices, including:

  • Old Money Phase
  • Business Maturation Phase
  • New Money Phase
This research defines several types of single-family offices, including:

  • Comprehensive Financial Services Offices
  • Strategic Investment Offices
  • Trustee or Compliance Offices
  • Family Philanthropy Offices
And this research makes several future predictions for single-family offices, including:

  • Moderate Growth for Single-Family Offices
  • Broadening of Services
  • Ongoing Search for Technology Solutions






































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