 In another year characterized by market volatility and economic recession, wealthy families are extremely engaged in the oversight of their financial affairs and very focused on performance and value. More than ever, family office executives need an objective and reliable means of demonstrating the value of office operations.
Family Office Benchmarking provides the tools that offices need to evaluate and communicate service value and effectiveness. To participate, family offices need only to complete an office profile detailing the demographics of their family and office and any additional questionnaire sections about office operations that are of interest. More flexible than ever, participants can complete only those sections of the questionnaire that meet their immediate needs or complete the entire questionnaire for a comprehensive look at their office.
Family office executives are extremely busy individuals, and benchmarking allows office staff to collect data in using a printable PDF for quick on-line data entry. Office executives can share all or part of the questionnaire with other staff members to distribute the work. Multiple employees from one office can log on and enter data, and a special pin number protects the confidentiality of your compensation information. |
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