Family Office Resources

Widely cited annual survey of large family offices' allocations and practices.

Recurring global research on family offices, family businesses, and next-gen wealth.

Benchmark study of family-office roles and pay structures worldwide.

Member research and thought leadership on running family offices.

The long-standing peer network for family offices: research, events, education.

Global body for trust and estate practitioners; the TEP designation.

Association for family-enterprise professionals; GEN certificate programs.

Think tank advancing integrated advice for ultra-wealthy families.

Community focused on the human side of wealth transfer.

Global calendar of closed-door family-office forums.

Recurring family-office and private-wealth conference series.

Regional private-wealth and family-office forums.

Interviews with multi-generational families on governance and stewardship.

Large library of talks and interviews from the Family Office Club community.

Industry news covering advisors, family offices, and trusts & estates.

News for the advice industry, including family-office coverage.

Deep practice-management and planning analysis read across the wealth industry.

The investment profession's core credential; common among family-office CIOs.

Financial-planning credential relevant to family-office advisory staff.

Advanced-wealth credentials including CPWA for UHNW advising.

The trust-and-estate practitioner qualification path.

Peer membership network of high-net-worth investors and entrepreneurs.

Global leadership community of chief executives, many navigating family wealth.

Large commercial community and event series around family offices.