The Wharton 2024 Family Office Survey is one in a series of reports from the Wharton Global Family Alliance. The detailed 2024 report regarding the findings of the survey is distributed exclusively to Family Offices that completed the survey. This summary of the Wharton 2024 Family Office Survey is presented to share more widely some of the insights gained on current practices of Family Offices around the world. This is the seventh detailed survey undertaken by the Wharton Global Family Alliance in order to develop a better understanding of the performance drivers of Family Offices, and to share that emerging knowledge with participating families in a manner that preserves anonymity and confidentiality.
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