People and costs
Who runs the office and what it costs: compensation benchmarks, hiring a CIO or CEO, incentives, outsourced CIO, staffing by size, retention and operating cost ratios.
What the Morgan Stanley, KPMG/Agreus and Heidrick benchmarks show about family office CEO, CIO and CFO pay, bonus levels and long-term incentives.
How to hire a family office CIO: what the role covers, where candidates come from, what the benchmarks say about pay and why some appointments fail.
What a family office CEO does, who they report to, how often the role is held by a family member and what the data says about pay and tenure.
How often family offices use co-investment, carried interest, deferred bonuses and phantom equity, and how the plans are structured, from the benchmark reports.
What an outsourced CIO costs against an in-house investment team, where the break-even sits by asset size and what family offices say about each model.
How many people a family office employs at different asset levels, from the compensation and benchmarking surveys, and what shapes the number.
What the surveys say about retention difficulty in family offices, the tools offices use to keep senior staff and the governance factors behind departures.
How often family members hold family office roles, how they are paid relative to professionals and what a family employment policy usually sets out.
What it costs to run a family office as a share of assets and in dollars by size band, from UBS, J.P. Morgan, Campden Wealth and the compensation reports.
Why bankers and private equity professionals move to family offices, how pay compares, where the adjustment goes wrong and what the hiring data shows.