Many business-owning families see the Family Office as the holy grail, a symbol of success and ultimate achievement.

We view the family office as a means for business-owning families to thrive across generations, focusing on long-term ownership strategies and utilizing their diverse assets—businesses, investments, philanthropy, and advocacy—to create a better future.

FBN established the Family Office Community five years ago, gathering 2,000 families from our 4,500 members who have set up a family office.

In light of this, we are launching a Family Office Study Survey. Building on the success of our 2019-2020 collaboration with IMD on family philanthropy, which led to the award-winning book Family Philanthropy Navigator.

This study seeks to:

1. Uncover key trends shaping the role of family offices
2. Identify different structures and operating models
3. Guide both emerging and established family offices in professionalizing their activities

As part of this effort, we invite one representative per family office to participate in our survey. We welcome insights from all types of family offices, including those managing social, intellectual, and financial capital.

Definitions of family offices vary widely. By joining this research project, you and your family will gain insights, compare against others, and learn how to professionalize your activities and increase impact.

The survey is open until March 30th. Study results will be shared at the Family Office study launch event, co-hosted by FBN and IMD.  at the IMD campus in Lausanne, Switzerland.

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