Knowledge / Family Office Reports
Family Office Reports
Benchmarks and operating studies for single- and multi-family offices: governance, staffing, technology, and cost structures.
Written for the office
These reports help offices benchmark themselves against peers and design operating models that scale with complexity. They draw on practitioner interviews and structured data rather than speculation.
Representative titles appear below. Full reports, with peer cohorts and methodology, are available to qualified offices.
Selected reports
Available to qualified recipients.
Family Office Operating Benchmark
Staffing ratios, technology spend, and cost-to-serve across single- and multi-family offices by asset band.
The Technology Stack of the Modern Office
What leading offices run, where the gaps are, and the case for consolidation onto a single operating layer.
Governance and Decision Rights
How offices distribute authority across principals, executives, and advisors, and where that distribution tends to break down.
Outsourcing vs. Insourcing
A decision framework for which functions to keep in-house as complexity and headcount grow.
Cybersecurity Posture of Family Offices
Where offices stand on access control, data residency, and incident readiness, with a practical path to greater maturity.
Request the full reports
Benchmarks and peer cohorts are shared with qualified offices under confidentiality.