The family office landscape in North America

Being relatively small in size, family offices are able to adapt quickly and adjust their portfolios to mitigate risk and capitalize on opportunistic deals. Focusing on 179 family offices across Canada and the United States, with a cumulative wealth of over USD $269 billion, the North America family office report 2021 explores how family offices have reacted during these turbulent times and seized the opportunity to grow.

Family office report

Learn more about trends impacting family offices in North America, including technology, governance, succession planning and philanthropy insights.

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Wealth is growing across Global family offices

86% of ultra-high-net-worth families saw their wealth increase from the previous year despite global challenges

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Risk management is more important than ever

66% of family offices have increased their risk management strategy to mitigate risks such as rising interest rates and inflation

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Succession planning is top of mind

51% of family offices report the next generation is not yet prepared for generational succession