Scroll down to review key findings and emerging themes within the high-net-worth universe.



Family Offices
Powerful and Private Institutions


Women of Wealth
The fastest growing segment of the wealthy population


Importance of Advisor/Client Contact
High marks for satisfaction lead to new business opportunities


Referrals
Professionals are the number one source for quality referrals


Luxury Spending
Resistant to recession
 
Family Offices

Family offices are the last bastion of the super-wealthy, providing both a defense and a structure for family members and their financial affairs.

Net Worth of Single Family Offices

Families that form their own dedicated family office are exceedingly wealthy, with an average net worth of more than US$600 million

NET WORTH OF SFO's SURVEYED
$ VALUE
Range
$281M - $1.6B
Mean
$772.6M
Median
$601.4M

N = 92