Insights into Family Office Returns


April 30, 2015

The top performers in a new survey of Family Offices by FOX Global have higher allocations to Private Equity Direct (11% vs. 6%), as well as higher allocations to Real Estate (16% vs. 11%). They were also more likely than the overall sample to have first- or second-generation family leadership (73% vs. 67%). The majority, 93%, say they have an investment committee and 87% reported having a CIO. This group saw an average pre-tax investment return of 15% in 2014, while the average return for all survey participants was just 7%.

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