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Research & Benchmarking

Family Office Benchmarking Survey

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What is the Family Office Benchmarking Survey?

The Family Office Benchmarking Survey is the premier source of peer-comparable information on FO structure, governance, planning, and cost breakdown.

What Participants Get

The Family Office Benchmarking Survey is the premier source of peer-comparable information on FO structure, governance, planning, and cost breakdown that priwexus is at a unique advantage to provide and is not commonly seen in other industry reports.

Who Should Participate?

Family members and Single-Family Offices.

Survey is currently closed.

The next Family Office Benchmarking Survey will take place in 2027. Click the link below to request to participate:

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Survey Covers
We provide strategic financial planning tailored to your life goals, ensuring stability, growth, and long-term wealth creation.
Expert guidance on diversified investments including equity, debt, alternative assets, and global opportunities.
Comprehensive risk assessment and insurance planning to protect your wealth, business, and family security.
Why Participate?

This is a great opportunity for you to unlock comprehensive insights which will be shared in the form of a chart pack and a narrative report in the fall the full set only available to participants.

Survey participants have mentioned several use cases for the data such as:
  • Present market data on family office structure, governance, and strategy.
  • Analyze family office wealth management costs across different office sizes and AUMs.
  • Benchmark balance of external vs internal managers and call out where office is indexing higher than comparable offices.
  • Request a custom data view to support strategic meetings.

Another great reason to participate is to discover how complexity influences the cost of your office. You have the option to provide information related to your family office's complexity as part of this survey and receive proprietary complexity report in return. The complexity profile can be a great tool for strategic conversations with your leadership team and family members.

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As we undertook setting up a family office closer to where our family members chose to live, we turned to priwexus benchmarking data to present to the family and board the various costs to contemplate and current trends in leadership and planning that we would have to consider.

It helped us to validate our proposals for cost-savings and efficient governance with data from an unbiased source.

Priwexus
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Request to Participate

If you would like to participate in the next survey, click below.

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Have Any Questions?

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