Members have access to a variety of annual proprietary reports and the opportunity to participate in them as well.

Inquire here to learn more about our research!

Some recent reports include:

2024 NORTH AMERICAN FAMILY OFFICE OPERATIONAL EXCELLENCE REPORT | Request this report
This publication aims to provide family office executives with valuable insights into important trends and best practices. We focus on various organizational capabilities and showcase strategies to navigate issues.
Family offices are diverse, making it challenging to determine universal best practices. Our goal with this report is to offer empirical data that provides family offices of different sizes and vintages with benchmark data relevant to them. To capture the nuances and dynamics most relevant to each group, we have split our survey respondents into three distinct categories.
What sets this report apart is that you will hear directly from family office executives themselves, as well as their beneficial owners. While each family office is as unique as the families they serve, there are also many commonalities. By bringing these voices and experiences to you, we aim to create a community that fosters discourse and serves as a forum for learning from one another.

ANNUAL GLOBAL FAMILY OFFICE REPORT | Request this report
In 2021 Campden’s world leading and most comprehensive research study on family offices – The Global Family Office Report is divided into three regional reports covering North America, Europe and Asia. A total of 385 families were surveyed globally, 179 families from North America. These reports will provide insights into a broad range of issues, including investments, performance, operational costs, governance, risk, security, next gen, and succession planning.

2023 NORTH AMERICA FAMILY BUSINESS REPORT | Request this report
The report provides best-in-class guidance to address succession planning, develop Next Gen leadership education, and nurture communication channels between family members. Study findings reveal technological innovations family businesses deem highly impactful to their operations, most popular financing strategies, and opportunities around integrating environmental, social, and governance (ESG) factors. The result is a rich resource for family business owners, executives, and Next Gens who want to embrace fresh thinking when building their family business legacy.

THE FAMILY OFFICES INVESTING IN VENTURE CAPITAL 2021-2022 SERIES: PART 2 PERFORMANCE & PORTFOLIO DEEP DIVE | Request this report
Performance & Portfolio Deep Dive, part two in a four-part series, details family offices’ returns across a range of venture assets, including funds, direct investments, co-investments, secondaries, and debt – segmented by region and assets under management. The report shows how family offices diversify across sectors, stages, and geographies, and how they mitigate vintage year risk. It also documents family offices’ predictions about investment risk and reveals their plans for the future – including expected investments, interest in types of fund / GP, and interest in ESG / Impact venture investment.

THE FAMILY OFFICES INVESTING IN VENTURE CAPITAL 2021-2022 SERIES: PART 1 A ROADMAP TO VC SUCCESS | Request this report
This series summarizes information provided by 139 representatives of ultra-high net worth families around the world with experience in venture investing. A Roadmap to VC Success, part one in a four-part series, uncovers the ‘venture investing maturity model’ – i.e., the path that family offices tend to follow in their venture journeys. It identifies how family offices staff and compensate their VC teams, structure their VC investment, source deals, and monitor investments. It delves into the typical family office VC portfolio (e.g., number of funds, co-investments, direct investments, secondaries etc. held, and average investment sizes) and plans for the next 24 months. The report also includes a summary of the lessons learned by experienced family offices on their venture journeys which they believe are the most helpful to family offices just starting out in the asset class.

INVESTING FOR GLOBAL IMPACT: A POWER FOR GOOD 2021 | Request this report
This research provides unique insight into the attitudes and actions of the world’s wealthiest individuals, families, family offices, and their foundations when it comes to generating positive impact with their capital. As a leading global benchmark for those interested in impact investing and philanthropy, data for this study was collected from over 300 respondents from 33 countries, with an average of USD $829 million assets under management. The report explores respondents’ investment strategies, portfolio allocations, returns, forthcoming expectations, and investment challenges. Case studies with prominent investors and philanthropists also feature in the report.