The Global Family Office Report 2017 is the result of proprietary research undertaken with family office principals, executives and beneficiaries globally. The data quoted in The Global Family Office Report 2017 comes from a quantitative online survey of 262 family offices conducted between February and May 2017. Another 25 principals, executives and advisers participated in qualitative interviews. Unless otherwise stated the data reflects the position of family offices at the time the research was conducted.
A number of sources were utilized to research and profile the characteristics of family offices. These were blended into a mosaic analytical framework from which Campden Wealth Limited conducted extensive modelling and analysis. This information and data is part of Campden Wealth Limited proprietary data and analytics structures and are non-commercial in nature and specifically non-attributable regarding the identity of any underlying family offices and individuals. This publication has been prepared for general guidance on matters of interest only, and does not constitute professional advice of any kind. You should not act upon the information contained in this publication without obtaining specific professional advice. No representation or warranty (express or implied) is given as to the accuracy or completeness of the information contained in this publication, and, to the extent permitted by law, neither Campden Wealth Limited nor any affiliate of the UBS Group accepts or assumes any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it. No affiliate of the UBS Group or any of their employees provide tax or legal advice. You should consult with your personal tax or legal advisor regarding your personal circumstances. No affiliate of the UBS Group accepts or assumes any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this publication or for any decision based on it. Campden Wealth Limited and UBS Switzerland AG are not affiliated. UBS Switzerland AG is a subsidiary of UBS AG. © 2016 Campden Wealth Limited. All rights reserved. Campden Wealth Limited refers to the Campden Wealth Limited network and/or one or more of its member firms, each of which is a separate legal entity. © 2016 UBS 2016. The key symbol and UBS are among the registered and unregistered trademarks of UBS. All rights reserved.
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